5-Star Client Onboarding Toolkit

Get our proven workflow and customizable templates for your proposal, contract, welcome packet, and email. Add your branding and WOW with a 5-star experience.

What you'll get:

✅ A visual workflow that outlines the entire client onboarding process from start to finish.
✅ Professional & Editable Templates including: 
     🌟 11-page proposal template
     🌟 7-page work agreement / contract template
     🌟 1-page welcome email template
     🌟 7-page welcome packet template
     🌟 And MORE! 

These are the only documents you need for a 5-star client onboarding experience. Don’t wait—start delivering a 5-star experience today!

Usually $97, Grab it for $17!

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Get our proven strategy and 17-page step-by-step workbook, customizable swipe files, and a complete email sequence to easily turn "maybes" into "yes."

Here’s what you’ll get!

✅ A 17-page step-by-step strategy and workbook that effectively guides how to follow up after sales calls.
✅ Pre-written, customizable follow-up email scripts you can use right away.
✅ A comprehensive email follow-up sequence to stay top-of-mind without being pushy.  
✅ Expert advice on handling objections and converting "maybe" into "yes."

Everything you need to turn hesitant leads into paying customers. Don’t wait—close more sales today!