The 5-Star Client Onboarding Toolkit is the perfect way to get expert guidance on creating a professional, polished onboarding experience. And for just $97, this investment will help you wow your clients, save time, and grow your business. Sound like a dream? Let’s make it a reality!
Transform Your Client Relationships with the 5-Star Client Onboarding Toolkit! Â
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Unlock the strategies, tools and templates to WOW your clients, streamline your client onboarding experience, and close more deals.Â
$97
WATCH REFERRALS ROLL IN WHEN YOUR CLIENTSÂ EXPERIENCE YOUR ONBOARDING
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STREAMLINE WORKFLOWS WITH PROVEN STRATEGIES & TEMPLATES
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IMPRESS CLIENTS WITH PROFESSIONAL ONBOARDING ASSETS
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Stop Losing Clients to an Inefficient Onboarding Process.
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With the 5-Star Client Onboarding Toolkit, you’ll have everything you need to evaluate and revamp your onboarding process, ensuring your clients feel supported, valued, and confident from the start.
#1:Â CLIENT ONBOARDING STRATEGIES THAT WOW
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A visual workflow that outlines the entire client onboarding journey from start to finish. This strategic roadmap ensures your delivering a 5-star experience.
#2: PROFESSIONAL & EDITABLE TEMPLATES
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A set of professional, editable templates that allow you to quickly present your proposal, work agreement, welcome email, welcome packet and more!Â
With the 5-Star Client Onboarding Toolkit, you'll have everything you need to transform your onboarding documents!
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I’M READY TO CREATE A 5-STAR CLIENT ONBOARDING EXPERIENCE!WHAT YOU’LL RECEIVE
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Ever wondered what it would be like to have your clients say, WOW, your onboarding experience is incredible! Consider this your sneak peek!
Here’s a list of what is included in your 5-Star Client Onboarding Toolkit:
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BRANDED & CUSTOMIZABLE PROPOSAL TEMPLATE
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A visually stunning customizable template that seals the deal with professionalism and clarity. You can update your logo, colors and photos for a proposal that's all your own.
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BRANDED & CUSTOMIZABLE WORK AGREEMENT TEMPLATE
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A comprehensive and professional contract to set expectations and protect your business. This template is easy to update with your business information.Â
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BRANDED & CUSTOMIZABLE WELCOME PACKET TEMPLATE
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A beautifully designed welcome packet to make clients feel valued and supported from day one. This is the welcome packet that my own clients rave about, completely customizable to your business. Â
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BRANDED & CUSTOMIZABLE WELCOME EMAIL SWIPE FILE
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An impactful email template to set the tone and excite clients about working with you. Again, this template is customizable to WOW your clients.Â
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All of this for just $97?! Imagine what a 5-star client onboarding experience could do for your business. Think of the retention and referrals alone!Â
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ORDER MY CUSTOMIZABLE 5-STAR CLIENT ONBOARDING TOOLKIT!SMALL BUSINESS OWNERS, THIS IS FOR YOU.
Whether you’re just starting with setting up a 5-star client onboarding experience for your business or you have an onboarding process, but you're tired of struggling with:
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🌟 Wasting time on manual tasks: Feeling overwhelmed by repetitive steps that take up hours of your day, leaving you less time to focus on serving your clients.
🌟 An unpolished client experience: Operating with a disjointed onboarding process that doesn’t reflect the professional image you want for your business.
🌟 Confusion about where to improve: Knowing your onboarding process needs a revamp, but feeling stuck on what to change and unsure about the impact those changes will have.
🌟 Missed opportunities for client retention: Struggling to keep clients engaged during their onboarding journey, leading to lost trust or future referrals.
Your onboarding process could be just a few simple adjustments away from the seamless experience your clients deserve.
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The 5-Star Client Onboarding Toolkit is the perfect, low-commitment way to get actionable, expert guidance to elevate your onboarding process—without hiring a full-time specialist or investing in expensive systems.
With professionally crafted templates, strategies, and workflows, you can deliver an onboarding experience that builds trust, retains clients, and drives referrals—all while saving you time and effort!
HELP ME FIX MY CLIENT ONBOARDING EXPERIENCE!YOURÂ DREAM CLIENT ONBOARDING EXPERIENCE IS JUST A FEW STEPS AWAY!
#1
Order Your Client Onboarding Toolkit
Complete your purchase, then we’ll reach out with the customizable templates and workbooks.
#2
Update the TemplatesÂ
Once given access, you can dig in and start to customize all of the templates to match your business branding.
#3
Set the Templates UpÂ
Set the updated branded templates in your client onboarding process to streamline your client experience.
#4
WOW your clients!
Put the strategies and templates in place, and watch your clients swoon over your 5-star client onboarding experience!
DON’T JUST TAKE OUR WORD FOR IT.
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Jennie Lyon Digital Marketing Services Inc. has been working with clients of all business sizes and industries
for over 20 YEARS.
Needless to say, our team of experts are results-driven, and have PROVEN that they can get those results.
Here’s what just a few of our previous client onboarding experience clients have had to say about working with us on their 5-star client onboarding experience.Â
