Client Onboarding & Management Kit
Tired of chasing clients for information and juggling messy onboarding processes? This kit gives you ready-to-use templates and automation tools that keep everything organised, so you can onboard and manage clients with ease. Get instant access and start saving hours today.
Here’s the hard-to-swallow truth about client onboarding & management
You’re great at what you do, but messy client onboarding and management are slowing you down. Instead of delivering results, you’re stuck chasing clients for missing details.
Without a clear system, onboarding feels inconsistent. Some clients move through smoothly while others get stuck, causing delays and frustration. Managing clients afterward isn’t any easier. Tasks slip through the cracks, and staying organised feels like a constant battle.
A great client experience isn’t just about what you deliver. It’s about how you deliver it. If your process is holding you back, it’s time for a system that works.
Who are we?
Hi, I’m Rachael! For over five years, my team and I have helped service-based business owners take control of client onboarding and management. We’ve transformed messy, time-consuming processes into smooth, efficient systems that run without constant oversight.
I’ve seen so many business owners struggle to onboard new clients, track progress, and manage endless back-and-forth communication. Without a structured system, details get missed, deadlines slip, and onboarding feels like starting from scratch every time.
That’s why we created The Client Onboarding & Management Kit. It gives you ready-to-use templates, automation, and a clear process to keep everything organised. No more chasing clients for information or wondering what’s next. With the right system in place, you can save hours and create a seamless experience for both you and your clients.
AS SEEN IN
I’ve created something that will take you from overwhelmed and, let’s be honest, a little disorganised, to efficient, streamlined, and exceptional in both client onboarding & management.
It doesn’t need to be as difficult as you may think! I know I know, thank goodness!
When you download the Client Onboarding & Management Kit, you won’t just refine your onboarding process—you’ll gain the exact tools, templates, and automations to streamline both onboarding and ongoing client management with efficiency and consistency.
How This System Simplifies Client Onboarding & Management
- A proven step-by-step system that guides clients from saying “Yes, I want to work with you” to a smooth and stress-free onboarding experience. Every step is clear, ensuring nothing gets missed.
- With built-in automation and communication templates, you’ll collect all the right details upfront, eliminating back-and-forth emails and missing information.
- Whether you’re managing clients on your own or with a team, this system keeps everything organised. Even when you’re offline, you’ll always know what’s happening next.
You will get access to:
- A complete blueprint of all the tasks you need for efficient client onboarding and seamless client management, so you can deliver a world-class experience from day one. Available in three formats: ClickUp template, Google Sheets, and CSV upload for use with other project management tools.
- Step-by-step walkthrough videos to guide you through implementation, customisation, and best practices, ensuring you get the most out of your system.
- Ready-to-use dashboards in ClickUp and Google Sheets, giving you a clear, real-time overview of where every client stands in their onboarding journey and ongoing relationship.
Why download the Client Onboarding & Management Kit?
- Save time with a clear, customisable onboarding process.
- Give clients a smooth and professional first experience.
- Make sure clients understand their next steps.
- Reduce repetitive questions and follow-up messages.
- Start new client relationships with greater confidence and consistency.
You don’t just want clients to be lukewarm in their enthusiasm to work with you
A seamless onboarding and management process isn’t just about organisation—it’s about reinforcing that your services are worth every penny of their investment. When clients feel guided, informed, and taken care of, they gain confidence in you before you even start delivering results.
So let’s take “fix my client onboarding” off your never-ending to-do list. With the Client Onboarding & Management Kit, you’ll have a highly efficient, fully systemised process that eliminates overwhelm, saves time, and ensures every client feels valued, supported, and engaged—not just at the start, but throughout your entire working relationship.
Got Questions? We've Got Answers.
We believe in full transparency—here’s what you need to know.
- A blueprint of all the tasks you need to complete for efficient, effective and high-quality client onboarding in 3 different versions: a ClickUp template, Google Sheets and a CSV upload template for other project management tools
- Walkthrough videos on how to implement, customise and use your templates
- A ready to use dashboard (in ClickUp or Google Sheets) giving you a birdseye view of each client’s status in their onboarding journey
You’ll get instant access to the management kit, so you’ll be able to use it immediately.
The kit includes templates for ClickUp and Google Sheets as well as CSV formats to upload into other project manager tools.
Please note that where using the CSV import option, it may not have the same capability or functionality as other formats, as it depends on the features available in your chosen software and how well their import feature works, which we are not in control of.
This template is designed for service-based business owners and freelancers who onboard clients into ongoing or project-based work. If you manage clients through a structured process, it will work for you.
Got a specific question not answered here? Email us on support@rachaelgunn.com and we’ll let you know.
