The Client Onboarding Kit: The Complete Onboarding System for Agency Owners & Social Media Managers
$149.99
The first 30 days decide whether a client stays for 3 months or 3 years.
Most agency owners and social media managers are great at landing clients. Then the “yes” comes, and things fall apart. The contract is a free template that doesn’t protect you. Logins arrive in pieces. The kickoff call turns into a second discovery call. The first content goes out late because the client never sent their logo. And the client starts to wonder if they made the right choice.
The Client Onboarding Kit fixes that. It’s based on the system we use at our own agency, Elliot & Co Marketing Haus. It includes the playbook that walks you through every step, from contract to 30-day check-in, and the templates you use at each one. Every piece is built to work together, so your client gets a polished, professional experience from day one.
What’s inside
1. The Client Onboarding Playbook (46-page digital guide)
The step-by-step system, from the client’s “yes” to the 30-day check-in, in 7 phases. It includes:
A 30-day onboarding timeline
A kickoff call agenda that follows your strategy deck page by page
Ready-to-send email scripts: the “yes” email, welcome, missing assets, scope creep, and kickoff recap
Honest answers to the questions most guides skip
2. Client Services Agreement Template (Word template)
A contract template based on the agreement we use at our agency. It covers payment terms, retainers, revisions and approvals, timeline protection, and content ownership. It includes a Scope of Work exhibit and a How to Use page, and it’s ready to save in HoneyBook or your e-signature platform.
3. Strategy Deck Template (40-page Canva template)
Present your client’s strategy like an agency, from brand foundation to a 90-day roadmap. It includes pages for revisions, approvals, and communication standards, so expectations are set on the kickoff call.
4. Brand Intake Questionnaire (Word template, 49 questions)
Gather everything you need in one place: brand, audience, voice, goals, content, and access. A Strategy Map shows exactly which answers fill each page of your strategy deck. Use it as a document, or copy the questions into HoneyBook, your website, or any form tool.
5. Client Welcome Guide (6-page Canva template)
Send it within 24 hours of payment. It points clients to their portal, lists their next steps with one clear due date, and shows what happens next.
6. Client Onboarding Checklist (Word template, 44 steps)
Every task across the 7 phases, with a column showing which template or script to use at each step. Duplicate it for every client, or copy it into your project management tool.
Why it works
Everything matches. Your contract, questionnaire, welcome guide, and strategy deck all use the same due dates, approval rules, and timeline language. Your client never gets mixed messages.
It protects your business. Your contract and every template say the same thing: your content timeline starts once you have everything you need, and approvals happen in writing.
It makes you look established. A real contract, a branded welcome guide, and a strategy deck, instead of a string of emails.
It saves you hours. Build each template once, then duplicate it for every new client.
Who it’s for
Social media managers signing their first clients
Agency owners who want every client onboarded the same way, no matter who on the team does it
Anyone tired of chasing logins, re-asking questions, and working off a contract they found online
Frequently asked questions
Do I need Canva Pro?
No. The Canva templates work on a free Canva account.
What format are the Word templates in?
They’re Word (.docx) files. They also open in Google Docs and Pages, and the contract can be uploaded to HoneyBook and most e-signature platforms.
Is the contract legally binding?
The Client Services Agreement Template is a strong starting point, but laws vary by state. Have it reviewed by a qualified attorney in your state before you use it with clients. You’ll save time and money, because you’re asking them to review a complete agreement instead of writing one from scratch.
Does it work with HoneyBook?
Yes. We use HoneyBook at our agency, and the playbook shows how it fits into each step. Every template also works with other client portals and tools.
Can I use these with every client?
Yes. Everything is licensed for use in your own business, so you can use it with as many of your own clients as you like.
Disclaimer
The Client Onboarding Kit is for educational purposes only and is not legal advice. The Client Services Agreement Template does not create an attorney-client relationship. Have it reviewed by a qualified attorney licensed in your state before using it with clients. Results vary based on your business, clients, and how you use the materials.
Terms of use
Licensed for use by the original purchaser in their own business only. You may not resell, share, distribute, or republish this kit or any part of it. Unauthorized sharing or resale violates our terms of use and intellectual property rights and may result in legal action. All sales of digital products are final.
The first 30 days decide whether a client stays for 3 months or 3 years.
Most agency owners and social media managers are great at landing clients. Then the “yes” comes, and things fall apart. The contract is a free template that doesn’t protect you. Logins arrive in pieces. The kickoff call turns into a second discovery call. The first content goes out late because the client never sent their logo. And the client starts to wonder if they made the right choice.
The Client Onboarding Kit fixes that. It’s based on the system we use at our own agency, Elliot & Co Marketing Haus. It includes the playbook that walks you through every step, from contract to 30-day check-in, and the templates you use at each one. Every piece is built to work together, so your client gets a polished, professional experience from day one.
What’s inside
1. The Client Onboarding Playbook (46-page digital guide)
The step-by-step system, from the client’s “yes” to the 30-day check-in, in 7 phases. It includes:
A 30-day onboarding timeline
A kickoff call agenda that follows your strategy deck page by page
Ready-to-send email scripts: the “yes” email, welcome, missing assets, scope creep, and kickoff recap
Honest answers to the questions most guides skip
2. Client Services Agreement Template (Word template)
A contract template based on the agreement we use at our agency. It covers payment terms, retainers, revisions and approvals, timeline protection, and content ownership. It includes a Scope of Work exhibit and a How to Use page, and it’s ready to save in HoneyBook or your e-signature platform.
3. Strategy Deck Template (40-page Canva template)
Present your client’s strategy like an agency, from brand foundation to a 90-day roadmap. It includes pages for revisions, approvals, and communication standards, so expectations are set on the kickoff call.
4. Brand Intake Questionnaire (Word template, 49 questions)
Gather everything you need in one place: brand, audience, voice, goals, content, and access. A Strategy Map shows exactly which answers fill each page of your strategy deck. Use it as a document, or copy the questions into HoneyBook, your website, or any form tool.
5. Client Welcome Guide (6-page Canva template)
Send it within 24 hours of payment. It points clients to their portal, lists their next steps with one clear due date, and shows what happens next.
6. Client Onboarding Checklist (Word template, 44 steps)
Every task across the 7 phases, with a column showing which template or script to use at each step. Duplicate it for every client, or copy it into your project management tool.
Why it works
Everything matches. Your contract, questionnaire, welcome guide, and strategy deck all use the same due dates, approval rules, and timeline language. Your client never gets mixed messages.
It protects your business. Your contract and every template say the same thing: your content timeline starts once you have everything you need, and approvals happen in writing.
It makes you look established. A real contract, a branded welcome guide, and a strategy deck, instead of a string of emails.
It saves you hours. Build each template once, then duplicate it for every new client.
Who it’s for
Social media managers signing their first clients
Agency owners who want every client onboarded the same way, no matter who on the team does it
Anyone tired of chasing logins, re-asking questions, and working off a contract they found online
Frequently asked questions
Do I need Canva Pro?
No. The Canva templates work on a free Canva account.
What format are the Word templates in?
They’re Word (.docx) files. They also open in Google Docs and Pages, and the contract can be uploaded to HoneyBook and most e-signature platforms.
Is the contract legally binding?
The Client Services Agreement Template is a strong starting point, but laws vary by state. Have it reviewed by a qualified attorney in your state before you use it with clients. You’ll save time and money, because you’re asking them to review a complete agreement instead of writing one from scratch.
Does it work with HoneyBook?
Yes. We use HoneyBook at our agency, and the playbook shows how it fits into each step. Every template also works with other client portals and tools.
Can I use these with every client?
Yes. Everything is licensed for use in your own business, so you can use it with as many of your own clients as you like.
Disclaimer
The Client Onboarding Kit is for educational purposes only and is not legal advice. The Client Services Agreement Template does not create an attorney-client relationship. Have it reviewed by a qualified attorney licensed in your state before using it with clients. Results vary based on your business, clients, and how you use the materials.
Terms of use
Licensed for use by the original purchaser in their own business only. You may not resell, share, distribute, or republish this kit or any part of it. Unauthorized sharing or resale violates our terms of use and intellectual property rights and may result in legal action. All sales of digital products are final.
