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

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