Skip to product information
🧩 Client Onboarding Template - Word ⭐️⭐️⭐️⭐️⭐️

🧩 Client Onboarding Template - Word ⭐️⭐️⭐️⭐️⭐️

Sale price  £1.00 Regular price  £10.00

📄 OVERVIEW
A structured, editable Word template designed to streamline client onboarding with clarity, consistency, and professionalism. Includes modular sections for service scope, expectations, and next steps—ideal for consultants, agencies, and internal teams seeking a reusable, neutral format.

📦 WHAT’S INCLUDED
•     📝 Editable Word document (.docx) featuring:
•     📋 Onboarding summary and welcome message
•     📊 Service scope and delivery timeline
•     ✅ Expectations, responsibilities, and next steps checklist

🧠 USE CASES
•     New client onboarding packs
•     Internal delivery alignment
•     Reusable documentation across service tiers
•     Sector-neutral handouts for recurring engagements

🎯 FEATURES
•     Editable .docx format with UK spelling and formatting
•     Modular layout for onboarding clarity and reuse
•     Sample-stamped for preview clarity
•     Unbranded and consultancy-free
•     Compatible with Microsoft Word and Copilot editing

🔴 INSTANT DIGITAL DOWNLOAD
This editable template is available for immediate download upon purchase. No physical item will be shipped. Compatible with Microsoft Office and fully customisable for client-side use. Sample-stamped for preview clarity.

You may also like