The Client Onboarding Kit for Agencies & Freelancers (Notion)

How can you save time, maintain consistency and increase the value of what you do?

The Client Onboarding Kit can help you step up your game, keep clients smiling and increase your worth!

Over half a decade of crafting and improving our onboarding process, we’ve created a sure shot way of increasing value, saving our time and charging more for clients. This process has helped us work with high-value partners, with projects valued over £100K. If you’re a small agency or freelancer, this kit is for you.

Set it up, and knock it out the park!

An easy-to-use, time-saving, no-nonsense kit for freelancers and small agencies looking to have better documentation, security and process for big fish clients. See what’s included below.

More Kits to sharpen your process.

We’re working through a suite of tools and processes to help like-minded teams and individuals do their best work. Want to know when these are out? Sign up to our substack and be the first to know.