Make client onboarding simple, professional, and stress-free.

The Small Biz Client Onboarding Kit is designed for busy tradies, allied health solos, and service-based business owners who are tired of chasing forms, payments, and client details. Instead of starting from scratch, you’ll have ready-to-use templates and checklists that save hours of admin and make you look professional from day one.

Inside, you’ll get everything you need to welcome clients with confidence:

• ✅ Copy-and-paste welcome email template

• ✅ Editable client intake form

• ✅ Step-by-step onboarding checklists (service, trades, allied health)

• ✅ Polite invoice/payment reminder email

• ✅ Pro tips to save time and avoid admin headaches

Simply pick the checklist that fits your business, copy and paste the templates, and get back to doing the work you love. Whether you’re sending your first client contract or onboarding your hundredth, this kit helps you:

• ✔ Save hours of admin time

• ✔ Avoid missed payments

• ✔ Look professional and build client trust

• ✔ Keep your systems organised without overwhelm

💡 Perfect for: tradies & trade wives, allied health professionals (OT, physio, speechie), and service-based small business owners.

Welcome clients with confidence, get paid faster, and stop chasing admin with this all-in-one toolkit.