Freelancer Client Onboarding Guide Notion Template

Freelancer Client Onboarding Guide Notion Template

Got a new client? Show them around the company with the help of this client onboarding guide Notion template, made specifically for freelancers.

How to use the client onboarding guid template in Notion for freelancers

How to use the client onboarding guid template in Notion for freelancers

1. Open a new page

First of all, click on the "+ Create a Client Onboarding Guide" button, and a new page will be generated with the template.

2. Duplicate the guide

To duplicate the guide, click on the "Duplicate" button in the top-right corner of the page with the template.

3. Edit the guide

Lastly, what you have to do is just edit the guide. You can customise it as you wish!

You're not alone. We're here to help!

Inside the Notion client onboarding guide template for freelancers, you'll see annotations and messages inside the document (such as suggestive text and highlighted text).

Those were added by our team when building the client onboarding guid template in Notion, and the intention is really to help you.

If you ever feel lost, read the text that's added in the initial template, as we've tried detailing what you should write as much as possible.

Notion Client Onboarding Template Tutorial

Welcome the clients

In the beginning of your client onboarding guide template in Notion, you should greet people. Why? Because this way, you'll create a warmer welcoming with this friendly atmosphere. Show people that you also care about them, not only just about their work - this is sure going to motivate new clients work in your company.

Detail your requirements

We know that everybody works in their way, and we know that you have your own requirements for your clients. To make sure that everybody is on the same page, structure your guide's sections. For example, we've added the following sections within the template: communication, collaboration, timeline, starting checklist, frequently asked questions and contact information. Feel free to add or remove fields, as this is going to be 100% your own guide.

Have a clear message

We always suggest that people carefully detail their client onboarding guides. Communication is key. So, if you want people to fully understand what your project is about and what's their role within the project, you have to send a clear message. Sure, there's always going to be questions even after the client onboarding guide, but let us tell you that there will be less questions if there's a strong guide to check first.

Frequently asked questions

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Why is this for free?
It's very simple. We're offering a Notion website builder.

Therefore, our strategy is pretty simple: we give out a lot more useful stuff for free to people than others do → people get to know about us. Some people will become paying customers, while others will become friends.

That's it. That's our philosophy.
Is it worth getting this? Why would I?
Hey, honestly? There are two ways to look at it:

1. The free version is very generous, so it costs nothing to try
2. We've spent hundreds of hours, so that you won't have to spend 10 hours writing these. Plus, imagine how much time we've saved the world: if 1,000 people download this, that's 10,000 hours saved (versus the 100+ we've spent).

Besides, it's in our interest to make this better. Got some feedback? We're happy to hear it.
How do I get this?
Go to the top of the page → click the coloured button. You'll be able to get download what we've presented on this page!
Are there going to be updates?
There sure are! And if you want to be updated, just get this (at least the generous freebie version), and you'll receive emails about upgrades we make to these.

We promise not to spam you — as another FAQ above suggests, we like to keep a tidy relationship.