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A hand-drawn charcoal sketch on textured brown paper. The image shows a clipboard with a checklist. A hand is holding a pen and adding a checkmark to a box. A magnifying glass is positioned over the top of the checklist, enlarging the handwritten words "Onboarding Checklist".

New Client Onboarding Checklist

This is a step-by-step client onboarding checklist.

marketing for beginners

FREE

A hand-drawn charcoal sketch on textured brown paper showing an open wooden toolbox. The front of the box is labeled 'THE CLIENT-WINNING STARTER KIT'. Inside, the kit's contents are displayed as metaphorical tools: a small, friendly robot head labeled 'AI GUIDE', a wooden model of a bridge labeled 'OFFER BUILDER', and a stack of documents in a holder labeled 'TEMPLATES'.

Client-Winning Starter Kit

A practical toolkit with ready-to-use templates for client communication, offers, onboarding, project management, and referrals.

marketing for beginners

$15.00