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Struggling to create a professional proposal and smooth onboarding process? Our Proposal & Onboarding Template takes the guesswork out of securing clients by providing a clear, structured, and polished approach.
This easy-to-customize template helps you present your services professionally, outline expectations, and streamline the onboarding experience so you can impress potential clients and start working with confidence.
What’s included:
Proposal Template:
✅ Overview of Services
✅ Objectives
✅ FAQs
✅ How It Works
✅ Total Investment
✅ Work Schedule
✅ Testimonials
✅ “Are We the Right Fit?” Section
Onboarding Template:
✅ Policies & Procedures
✅ Available Services Overview
✅ Meet the Team
✅ Client Contract
Whether you’re just starting out or refining your client experience, this template will help you stay organised, look professional, and get paid with confidence.
Struggling to create a professional proposal and smooth onboarding process? Our Proposal & Onboarding Template takes the guesswork out of securing clients by providing a clear, structured, and polished approach.
This easy-to-customize template helps you present your services professionally, outline expectations, and streamline the onboarding experience so you can impress potential clients and start working with confidence.
What’s included:
Proposal Template:
✅ Overview of Services
✅ Objectives
✅ FAQs
✅ How It Works
✅ Total Investment
✅ Work Schedule
✅ Testimonials
✅ “Are We the Right Fit?” Section
Onboarding Template:
✅ Policies & Procedures
✅ Available Services Overview
✅ Meet the Team
✅ Client Contract
Whether you’re just starting out or refining your client experience, this template will help you stay organised, look professional, and get paid with confidence.