You will get Client Onboarding Setup to organise your workflow and welcome clients
Project details
A smooth client onboarding process sets the tone for your entire business. This project is designed to help coaches and service providers welcome clients professionally, stay organised, and avoid the stress of last-minute admin.
What sets my onboarding setup apart is that it’s not just a checklist — it’s a practical, easy-to-use system built around how small businesses actually operate. I focus on clarity, simplicity, and consistency, so your onboarding feels calm and intentional rather than rushed or overwhelming.
With experience supporting lifestyle, wellness, and creative businesses, I understand the importance of both structure and brand tone. Every element — from the onboarding checklist to the welcome email and first-week workflow — is created to align with your services and the experience you want clients to have.
This setup helps you save time, reduce manual follow-ups, and ensure every client receives the same high-quality start, without you having to rethink the process each time. It’s ideal for business owners who want to look professional, stay organised, and focus more on delivery instead of admin.
What sets my onboarding setup apart is that it’s not just a checklist — it’s a practical, easy-to-use system built around how small businesses actually operate. I focus on clarity, simplicity, and consistency, so your onboarding feels calm and intentional rather than rushed or overwhelming.
With experience supporting lifestyle, wellness, and creative businesses, I understand the importance of both structure and brand tone. Every element — from the onboarding checklist to the welcome email and first-week workflow — is created to align with your services and the experience you want clients to have.
This setup helps you save time, reduce manual follow-ups, and ensure every client receives the same high-quality start, without you having to rethink the process each time. It’s ideal for business owners who want to look professional, stay organised, and focus more on delivery instead of admin.
Purpose
BusinessIndustry
Business Services & ConsultingLanguage
EnglishWhat's included
| Service Tiers |
Starter
$100
|
Standard
$150
|
Advanced
$250
|
|---|---|---|---|
| Delivery Time | 2 days | 3 days | 5 days |
Number of Hours of Work | 4 | 7 | 12 |
Scriptwriting | - | ||
Summary Report | - | ||
Social Media Replies | - | - | - |
Email Support | - | - | |
Live Chat Support | - | - | - |
Optional add-ons
You can add these on the next page.
Branded Welcome Email
(+ 1 Day)
+$25
Client Intake Form Setup
(+ 1 Day)
+$30
Trello Onboarding Board
(+ 1 Day)
+$60About Martine
UGC Creator & Creative Brand Assistant | Lifestyle, Beauty & Wellness
Snodland, United Kingdom - 4:43 pm local time
If you’re a lifestyle, beauty, or wellness brand looking for content that actually feels authentic (and performs), I can help.
Alongside content creation, I bring a strong background in brand support and social media — meaning I don’t just make content that looks good, I create content that fits your brand, speaks to your audience, and works across your platforms.
What I can create for you:
• UGC videos (TikTok, Reels, ads)
• Product demos & tutorials
• Aesthetic lifestyle content
• Voiceover + talking-to-camera videos
• Unboxing & “first impressions”
• GRWM / day-in-the-life style content
• Beauty, wellness & self-care content
Why brands work with me:
I understand both sides — content creation and how a brand runs.
That means:
• Content aligned with your brand identity
• Awareness of trends + what actually performs
• Quick turnaround and clear communication
• A natural, relatable on-camera presence
Bonus support (if needed):
• Content planning & scheduling
• Canva design & branded assets
• Social media support
• Light admin / brand organisation
So whether you need a creator, or a creator who can also support your brand behind the scenes, I’ve got you.
If you’re ready for content that feels real, engaging, and on-brand — send me a message and let’s create something that converts.
Steps for completing your project
After purchasing the project, send requirements so Martine can start the project.
Delivery time starts when Martine receives requirements from you.
Martine works on your project following the steps below.
Revisions may occur after the delivery date.
Onboarding System Setup
I review the information and, if needed, confirm details to ensure we’re aligned. Build the onboarding checklist, folder structure, and workflow based on the agreed brief. Progress is tracked and checked off in the project workroom for visibility.