Start every client relationship smoothly. Fill in the form and print to PDF or share a link.
The first week sets the tone for the whole relationship. A simple onboarding checklist, a warm welcome, the steps to complete and where to find help, makes new clients or customers feel looked after and saves you repeating yourself. This free generator builds one from your details. Print it to PDF or share a link with each new client.
Set the tone and tell them what to expect.
What they do next and where to find help.
Send it to each new client as a PDF or a link.
Klairova is free to use: build your brand, sell products and courses, send invoices, run campaigns and get paid, all in one place. No subscription.
The start of a relationship shapes the whole thing. Clear onboarding reduces confusion, no-shows and back-and-forth, and makes clients feel they made the right choice, which leads to better reviews and referrals.
A warm welcome, the exact steps the client completes (sign, pay, brief, book), the resources they need, and who to contact. Keep it simple so nothing important gets missed.
On Klairova you can send agreements, take the deposit, collect a brief and manage the project together, so the steps in this checklist actually happen in one flow.