The Onboarding Essentials Kit
MICRO kit | digital download
Make first impressions seamless.
The Onboarding Essentials Kit™ is your plug-and-play system for creating a flawless first impression — the kind that builds trust, sets boundaries, and makes clients say, “Wow, they’ve got it together.”
Most business owners lose time (and credibility) in the first 48 hours of a new client relationship. This kit fixes that. You’ll get the exact SOPs and workflows to onboard clients smoothly, collect everything you need upfront, and start projects on the right foot — every single time.
Perfect For
Service-based CEOs, OBMs, and freelancers who are tired of chasing client assets or repeating onboarding mistakes.
If you’re ready to make every new client experience feel effortless — this kit is your quick win.
BUY NOW
$37
← back to the shop
How to Collect Client Assets Upfront – Step-by-step system for requesting files, information, and access before kickoff — so nothing gets delayed or lost in email purgatory.
How to Send Contracts + Invoices in One Flow – Streamline your payment and paperwork process with one clean, professional system that saves you hours and starts client relationships off strong.
How to Run a Smooth Welcome Email Sequence – Deliver a polished, automated welcome experience that sets expectations, builds excitement, and reinforces your brand from day one.
3 Fast-Action SOPs for Seamless Client Onboarding:
Done-for-You Blueprints
Not just templates — these are the exact systems OBMs + COOs use to maintain consistency across multi-6 and 7-figure delivery pipelines.
Asana Workflow Templates
Prebuilt task flows that operationalize your delivery process inside your project management system.
Digital Download Bundle
Includes editable checklists, scripts, and handoff templates to help you implement fast.
Download Instantly
As soon as you purchase, you’ll get an instant-access email with all 3 SOPs, blueprints, and workflows. No waiting, no fluff — just plug-and-play systems that you can use right away.
01
Each SOP and workflow is editable. Add your company name, tweak your process steps, or align it with your tools (Asana, ClickUp, Google Drive, etc.) so it fits perfectly into your existing operations.
Customize for Your Business
02
Implement with Confidence
Follow the included blueprint to assign roles, organize files, and roll out your new systems across your team — or run them solo if you’re still the one wearing all the hats.
03
Watch delivery chaos disappear as your client experience becomes organized, predictable, and professional — the kind of consistency that scales and sells itself.
Deliver Consistently, Every Time
04
Cuts admin time and prevents messy starts that hurt retention.
Builds client trust and momentum in the first week.
Helps you look and operate like a pro — even if you’re a team of one.
Ends onboarding delays and miscommunication before they start.
Why You’ll Love It
BENEFITS
- Tara G.
Brand Designer & Studio Owner
“The easiest win I’ve had this year. I implemented the entire onboarding flow in one afternoon. My next client called it “the smoothest onboarding she’s ever had.” Instant confidence boost for me and my brand."
- Nia P.
OBM & Operations Strategist
“Worth double the price. The contract + invoice SOP alone fixed the biggest bottleneck in my business. Clients pay faster, and I finally stopped chasing assets and updates. It’s my new onboarding bible."
FAQs
What’s included in The Onboarding Essentials Kit™?
You’ll get 3 plug-and-play SOPs, done-for-you blueprints, Asana workflows, and editable email + checklist templates designed to help you onboard clients seamlessly and professionally — from payment to project kickoff.
How fast will I get access?
Who is this kit for?
Do I need to use Asana?
Perfect for service-based CEOs, OBMs, and freelancers who want to stop chasing client assets, sending five different emails, and stressing over messy starts. If you want smoother onboarding, this is it.
Nope! The workflows are built in Asana for convenience, but you can easily import them into ClickUp, Notion, Trello, or any tool your team already uses.
Immediately. As soon as you complete your purchase, you’ll receive an email with instant access to your digital downloads — no waiting, no tech setup, just plug-and-play systems that work.
How long does it take to set up?
Less than an hour. Each SOP includes editable templates and easy-to-follow workflows you can copy and launch the same day — no complicated tech, just immediate impact.
Can my team use this too?
Yes! You can share the materials internally with your VA, OBM, or team. Internal use is fully allowed — just no redistribution or resale outside your business.
How is this different from your other kits?
This kit focuses on the first impression. It’s specifically designed to help you nail the first 48 hours of your client relationship — before The Client Foundation Fix Kit™ or Client Delivery Kits even kick in.
What kind of results can I expect?
Expect faster onboarding, fewer back-and-forth emails, and clients who immediately feel confident in your process. Many users say this kit alone cut their onboarding time by half.
