Agency onboarding template

Exposing my agency onboarding document

Comes with:

• Getting started checklist for the client

• Space to put payment links (I use Wise because less fees, and I can open a USD bank account as a Canadian)

• What to expect (an FYI for the client)

After purchase, you'll get a link to the Notion template so you can duplicate it.

Pairs well with agency services agreement template