My Client Onboarding Process (Walkthrough + Templates)

In this video, I walkthrough my 3-step client onboarding process and the Notion templates I have built to reduce this down to 20-minutes. If you are just getting started or looking for ways to refine your own client onboarding process, I hope this will be a valuable resource for you. You'll find all the templates below. As always, if you have any questions or just want to chat, leave a comment. I love when you do :) ~ Chloë FREE TEMPLATE ACCESS: Client Portal Template: https://www.notion.so/templates/client-portal-template Notion Invite and Client Portal Access Email: https://chloeforbesk.notion.site/Client-Portal-Access-Next-Steps-Email-d5481a768ab1419fa853ab63f5715461?pvs=4 Free Notion Starter Kit (20 Templates) https://chloeforbesk.com/freebies #notion #onboarding #clientonboarding RELATED VIDEOS: Client Portal Template https://www.youtube.com/watch?v=i9jUMhClLa4 Client Management Template https://www.youtube.com/watch?v=2YGSaMfZaNA&t=31s --------------------------------------------------------------------------------------------------— NEXT STEPS: Subscribe to this channel Hit Subscribe and Click the Bell (Thank you!) Acccess Your Free Notion Starter Kit (20+ templates) https://chloeforbesk.com/freebies Shop Templates https://chloeforbesk.com/store Buy Me A Coffee https://www.buymeacoffee.com/chloefor... Support my channel: You can support my channel by buying me a coffee or by using my affiliate links below. If you sign up for a paid plan, I’ll receive a small commission at no additional cost to you. Thank you so much. I appreciate you! REFERRAL LINKS: Sign up for Notion: https://chloeforbesk.com/notion Sign up for Canva: https://chloeforbesk.com/canva Sign up for Squarespace: https://chloeforbesk.com/squarespace Sign up for Flodesk https://chloeforbesk.com/flodesk Say hi on social: Website: https://chloeforbesk.com/ Twitter: https://twitter.com/chloeforbesk LinkedIn: https://linkedin.com/in/chloeforbesk What I film with: Webcam: https://chloeforbesk.com/webcam/ Microphone: https://chloeforbesk.com/mic Lighting: https://chloeforbesk.com/ringlight Editing: https://chloeforbesk.com/descript/ About Me: Hi, I’m Chloë. I provide digital systems, strategies, and support to online creators and freelancers so they can execute their mission, with ease. I do it because I believe everyone has a right to the education they need and because no one can grow their business alone. Nor should they have to. My specialties include Squarespace and Notion. Learn more at https://chloeforbesk.com #notion --------------------------------------------------------------------------------------------------— If you read all the way to the bottom of description, leave a “🍎 “ in the comments! I'm glad you're here :) Date: 1st March 2024 Sub Count: 4643 (Thank you!)