New Client Onboarding Bundle, Client Onboarding Template Bundle, Client Onboarding Bundle, Coaching Templates, Virtual Assistant Contract ---Welcome to Little Light Digitals, where we aim to provide unique career and small business tools that help you stand out!--- Fully editable New Client Onboarding Bundle. This Client Onboarding Template Bundle is perfect for freelancers, contractors, coaches, or any small business. Easily edit all templates using a Mac, PC, or Desktop. Save time, energy, and money with this complete step-by-step new client onboarding process. Give new clients a professional onboarding experience with your unique branded templates. Track new clients efficiently through every step of the process so nothing falls through the cracks. _______________________________ ---YOU WILL RECEIVE--- • 1 PDF File with links to all video tutorials and templates (A4 version) • 1 PDF File with links to all video tutorials and templates (USL Version) Each PDF contains links to: • Prospective Client Intake Form • New Client Onboarding Process Tracker • New Client Email Templates • Discovery Call Questions (+Notes version) • Services & Pricing Guide • Project Proposal • Client Services Agreement • Policies & Procedures • Invoice Template • Referral Form • New Client Welcome Packet • New Client Questionnaire ________________________________ !!! PLEASE NOTE !!! • This is a digital product and no physical files or products will be sent to you. • Due to the digital nature of the item, all sales are final and we do not offer refunds. If you have any concerns, please contact me on Etsy for assistance. • Templates DO NOT include the pictures shown, pictures are used for mockup purposes only. You can find copyright free images on Canva, Pexels, or Unsplash. • The Client Services Agreement and Policies and Procedures templates use general language applicable to most business types. The templates are intended to be a sample that you review and modify with your own business information and clauses. They do not constitute formal legal advice for you or your business and should you have any concerns, you are encouraged to have them reviewed by a legal provider. Little Light Digitals does not claim any liability or responsibility for any damages or losses that may result from a buyer’s use of the templates or their language. ---INSTANT DOWNLOAD INSTRUCTIONS--- 1. Purchase the template on Etsy via paypal or credit card. 2. Check your email or go to etsy.com/your/purchases to find your files. 3. Download files. Open PDF to access video and template links. 4. Start editing! Please don't hesitate to reach out to me with any questions or concerns! -Jess