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The Client Onboarding Kit

The 7-step system that stops new clients ghosting in week one, with copy-paste messages, a full onboarding form and a printable day-by-day planner.

  • Free PDF
  • 12 pages
  • Printable worksheets
  • No signup

What's inside

  • 7-step onboarding timeline from day 0 to day 30
  • Copy-paste welcome, first-plan and check-in setup messages
  • Full 6-part onboarding form with PAR-Q+ screening
  • Printable day-by-day planner for every new client
  • 5 onboarding mistakes that quietly create ghosting

Look inside

Page 4: the copy-paste day-zero welcome message
Page 4: the copy-paste day-zero welcome message
Page 5: onboarding form questions, part 1
Page 5: onboarding form questions, part 1
Page 10: printable day-by-day onboarding planner
Page 10: printable day-by-day onboarding planner

Check-ins your clients actually complete

Build custom daily and weekly check-in forms, assign tasks, set reminders and get alerted when a client goes quiet - all in one app.

Explore features
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