Release Notes: New Client Onboarding Template
We just launched a fresh onboarding template that cuts your client setup time in half. Here's what's inside and how to make it yours.
We've been listening to your feedback, and the biggest pain point we hear is onboarding. Too much back-and-forth, too many scattered emails, and clients starting sessions without clarity. So we built a new onboarding template that consolidates everything into one seamless flow.
The template includes a welcome packet, a client intake form, a session agreement, and a pre-session checklist. It's fully editable in DOCX, so you can drop in your logo, tweak the language, and make it feel like your own. No more starting from scratch every time you take on a new client.
Try it with your next client. You'll notice the difference immediately—they'll feel more prepared, and you'll save hours of administrative work. As always, it's instantly downloadable and comes with lifetime updates.