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📄 Client Communication
Client Onboarding Template
A structured client intake form and welcome packet that sets expectations, captures job details, and starts every client relationship on the right foot.
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Use Cases
🤝 First Impressions
A professional onboarding packet signals to new clients that you run an organised, professional operation.
📋 Capture Job Details
Systematically collect all the information you need before the job — access details, special instructions, emergency contacts.
📞 Set Communication Expectations
Establish how and when you’ll communicate with the client throughout the job.
⭐ Build Loyalty
Clients who feel well-onboarded are more likely to become repeat customers and refer others.
What’s Included
- Client contact and property information form
- Job details and special instructions section
- Access and parking instructions
- Emergency contact information
- Communication preferences
- Company introduction and credentials
- What to expect on job day
- Post-job follow-up process
Frequently Asked Questions
When should I send the onboarding packet?
Send it after the estimate is accepted and the job is booked. It’s a great way to confirm the booking and set expectations at the same time.
Can I use this as a digital form?
The Word/Google Docs version can be converted to a fillable PDF form. For a fully digital experience, you can recreate it in a form tool like Google Forms or Jotform.
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