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Business Systems
Client Onboarding System
A smoother hand-off from new enquiry to onboarded client.
$18
Checkout and delivery are handled by the platform, not by this site. Your files download immediately after purchase.
You’ll need: A free or paid Notion account
What it is
A client onboarding system for freelancers, virtual assistants and service providers. It helps you move from enquiry to a properly onboarded client with a repeatable intake flow, a client portal and the essential details stored in one place.
What’s inside
- Client intake flow
- Client portal
- Welcome workflow
- Service delivery hand-off
What you receive
- Notion onboarding portal
- Client intake form
- Welcome checklist
- Client records
Who it’s for
- Freelancers
- Virtual assistants
- Social media managers
Questions
Before you buy
The things people ask most about this product.
How do I make the template mine?
The version you receive is a shared copy. Open the link, click Duplicate at the top-right, and choose your own workspace. Every database, page and template copies over in one click.
Where do I start?
Duplicate the template and open the Buyer Setup Guide inside it. That is the whole day-one task — everything else can wait until you have a real client to load in.
The Service Types don't match what I offer
They are meant to be changed. Open the Client Database and edit the Service Type options to match your own services — that is step one of the 15-minute setup.
Are the pricing benchmarks a guarantee of what I can charge?
No. The Packages & Pricing page includes 2026 rate benchmarks as a reference point for setting your own offers. What you can actually charge depends on your market, experience and clients.
Do I need to pay for Notion?
No — it works on the free version of Notion.
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