My Client Onboarding Process (Walkthrough + Templates)

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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:
www.notion.so/templates/clien...
Notion Invite and Client Portal Access Email:
chloeforbesk.notion.site/Clie...
Free Notion Starter Kit (20 Templates)
chloeforbesk.com/freebies
#notion #onboarding #clientonboarding
RELATED VIDEOS:
Client Portal Template
• Create a Client Portal...
Client Management Template
• Notion Client Manageme...
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chloeforbesk.com/freebies
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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:
chloeforbesk.com/notion
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chloeforbesk.com/canva
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chloeforbesk.com/squarespace
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chloeforbesk.com/flodesk
Say hi on social:
Website: chloeforbesk.com/
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What I film with:
Webcam: chloeforbesk.com/webcam/
Microphone: chloeforbesk.com/mic
Lighting: chloeforbesk.com/ringlight
Editing: 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 chloeforbesk.com
#notion
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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!)

Опубликовано:

29 фев 2024

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Комментарии : 7

@LucasC120590 2 месяца назад

Man, in my freelance world this stuff isn't covered. About a year ago I started asking about workflow. I got the same response, it felt like people thought I didn't know the job. I didn't know I was asking for pre-onboarding, onboarding, the client and buying experience. I actually found you when I stumbled onto Notion for crm. Had no clue what the was either!!! But looking up how to make a client portal led me to you and all of your content. This is just exciting and I appreciate what you give out for free. I'm still taking baby steps trying to piece your templates and a few others together. But, the fact that you give this out is almost insane and I just feel like I'm learning so much more about running my own freelance business. Thank you Chloë!

@chloeforbesk 2 месяца назад

Lucas, you are the exact reason I create this content and share it freely. Everyone should have access to the education and resources they need to be successful. I’m just so glad my content helps in some way. Thank you so much for taking the time to share this. It really made my day. I’m so excited for the next steps in your journey. :)