Freelancer Client Onboarding Guide Notion Template
Got a new client? Show them around the company with the help of this client onboarding guide Notion template, made specifically for freelancers.
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First of all, click on the "+ Create a Client Onboarding Guide" button, and a new page will be generated with the template.
To duplicate the guide, click on the "Duplicate" button in the top-right corner of the page with the template.
Lastly, what you have to do is just edit the guide. You can customise it as you wish!
Inside the Notion client onboarding guide template for freelancers, you'll see annotations and messages inside the document (such as suggestive text and highlighted text).
Those were added by our team when building the client onboarding guid template in Notion, and the intention is really to help you.
If you ever feel lost, read the text that's added in the initial template, as we've tried detailing what you should write as much as possible.
In the beginning of your client onboarding guide template in Notion, you should greet people. Why? Because this way, you'll create a warmer welcoming with this friendly atmosphere. Show people that you also care about them, not only just about their work - this is sure going to motivate new clients work in your company.
We know that everybody works in their way, and we know that you have your own requirements for your clients. To make sure that everybody is on the same page, structure your guide's sections. For example, we've added the following sections within the template: communication, collaboration, timeline, starting checklist, frequently asked questions and contact information. Feel free to add or remove fields, as this is going to be 100% your own guide.
We always suggest that people carefully detail their client onboarding guides. Communication is key. So, if you want people to fully understand what your project is about and what's their role within the project, you have to send a clear message. Sure, there's always going to be questions even after the client onboarding guide, but let us tell you that there will be less questions if there's a strong guide to check first.
