Create A Client Experience as

Smooth as Butter

I’m not gatekeeping and I’m not holding back the goods; this is the real deal, designed to walk you through tried-and-true strategies in small, bite-sized steps.

WHAT’S INCLUDED:

✔️ New Client Onboarding Checklist

✔️ Welcome Email Template

✔️ Welcome Packet Checklist

✔️ Client Intake Form Template

✔️ Onboarding Kickoff Call Prep Work

✔️ Onboarding Kickoff Call Agenda Template

✔️ Kickoff Notes Template

Meet the Creator - Crystal Eva

With over ten years of experience, I've been helping entrepreneurs in running their businesses efficiently and effectively. During this time, I successfully managed and grew various online businesses.

Now, my mission is to make things as smooth as butter for entrepreneurs like you who are making their mark online. I've created templates based on my proven techniques, so you can enhance your business without going through the frustrating trial-and-error phase.

Inside this workbook, you'll find templates and advice that stem from my hands-on experience working with clients over the years. Every tip I share has been tried and confirmed to be effective, especially in onboarding new clients. And now, I'm excited to share these valuable insights with you - for FREE!

WHAT ARE YOU WAITING FOR?

It’s Time to Onboard Your New Clients!

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