Your client onboarding is probably costing you hours each month

Here’s how to fix it in 15 minutes.

3 Steps to Streamline Onboarding:

Create a welcome email template with links to your intake form, required docs list, and scheduling link.
Store it in your email system (Gmail Canned Responses or Outlook Quick Parts).
Send the same structured email to every new client instead of rewriting each time.

Template Example:

Subject: Welcome to [Your Firm Name] 🎉

Hi [Client Name],

We’re excited to work with you!

✅ Please complete this intake form: [link]

✅ Upload documents here: [secure link]

✅ Schedule your kickoff call: [Calendly link]

Talk soon,

[Your Name]

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