Best for
Service businesses of any size.
Use this when
Triggered the moment a proposal is accepted.
Preview
Purpose
To give every new customer a confident, consistent start, gather what's needed to do the work, and set expectations that hold for the rest of the relationship.
The rest of this resource is for members
Members get the complete SOP: Onboarding a New Client, one-click copy, saved favorites, and every other resource in the library for $149 per month.
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This resource is general educational information, not legal, financial, tax, or HR advice. Review anything you send or publish against the rules that apply to your industry and location, and consult a qualified professional when the stakes are high.
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