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Make onboarding stress-free for both you and your client.
Create a Smooth Start walks you through the early stages of a client project, from gathering key details to setting expectations and launching with clarity.
With plug-and-play forms, planning templates, and email scripts, you’ll feel organised and in control from day one.
What’s included:
Onboarding questionnaire
Onboarding call guide
Client journey planner
Welcome emails
Make onboarding stress-free for both you and your client.
Create a Smooth Start walks you through the early stages of a client project, from gathering key details to setting expectations and launching with clarity.
With plug-and-play forms, planning templates, and email scripts, you’ll feel organised and in control from day one.
What’s included:
Onboarding questionnaire
Onboarding call guide
Client journey planner
Welcome emails