Boss Lady Client Welcome Guide

End the time consuming back and forth via email to answer the same questions over and over again and provide your potential clients with this time saving welcome packet! With these templates, you'll be able to make your client onboarding process faster and easier, meanwhile looking like a total professional. It's meant for freelancer, online businesses, especially service businesses and solopreneurs. Inside this package, you'll find all the templates you need to present your services, your work process, timeline, any potential upsells, set expectations, showcase your previous work and portfolio, introduce your team, provide case studies and client references and more! You'll be able to mix and match all of the templates to create the welcome packet that's most suitable for your business! INCLUSIONS 3 Cover page Table of Contents Introduction Mission and Values About Me Meet the Team What to Expect 2 Our Services What We offer How it works Project Description Project Timeline Project Calendar Project Strategy Project Walkthrough Case Study Important Dates 2 Tools and Resources Client Checklist Client Homework What I need from You What you'll receive from me Project Summary FAQs Policies & Procedures Terms & Conditions Payment and Cancellations Payment Plan Client Invoice Client Contract Next Steps Thank You Page Contact Page