Onboarding a new client can feel messy:
- ❌ Chasing forms and missing compliance steps
- ❌ Spending hours drafting the same emails again and again
- ❌ Team members forgetting who’s responsible for what
- ❌ Clients left wondering what happens next
It doesn’t have to be this way.
The Client Onboarding Playbook gives you everything you need in one ready-to-use system:
- 📘 Core handbook – step-by-step playbook with roles, responsibilities, and customisation guide
- 📋 Editable checklists – prospect checklist (lite version included, full version available as upgrade), onboarding tracker, client finalisation checklist
- 📧 Template emails – enquiry response, proposal follow-up, welcome, final sign-off
- 📂 Welcome pack template – ready to brand
- 📉 Flowchart – one-page onboarding journey map
Everything is white-label, editable, and software-agnostic.
Curriculum
Module 1: Introduction & foundations
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Module 2: From enquiry to proposal
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Module 3: From proposal signed to setup
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Module 4: Internal sign-off & client handover
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Module 5: Communication & client experience
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Module 6: Tracking & continuous improvement
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after you enroll
Module 7: Wrap-up & next steps
Available in
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days
after you enroll
What’s included
- 📘 Core handbook – step-by-step playbook with roles, responsibilities, and customisation guide
- 📋 Editable checklists – prospect checklist (lite version included, full version available as upgrade), onboarding tracker, client finalisation checklist
- 📧 Template emails – enquiry response, proposal follow-up, welcome, final sign-off
- 📂 Welcome pack template – ready to brand
- 📉 Flowchart – one-page onboarding journey map
How it works
- Download & customise – add your logo, colours, and client examples
- Train your team – use the checklists, flowchart, and handbook in meetings
- Deliver a seamless experience – every new client onboarded consistently
Who it’s for
- Accountants who want to scale without chaos
- Bookkeepers who want to look professional from day one
- Firm owners who need a consistent, team-friendly process
Results you can expect
- ⏱ Save hours of admin time per client
- ✅ Stay fully compliant every time
- 🤝 Clients feel supported from day one
- 📈 Build a scalable system your whole team can follow