Upgrade your client onboarding
Onboarding Package
Everything you need to run your freelance business like a real operation, not a side hustle.
01.
Contract Template
Protect your business with a clear, client-ready contract that sets expectations before work begins.
03.
Reporting & KPI Template
Track progress, performance, and results without overcomplicating your workflow.
Seamless Onboarding
Client Portal & CRM
Give clients a single source of truth so nothing falls through the cracks. Manage leads, clients, and projects in one clean, organized system.
Professionally Crafted
The Onboarding Process Package
$79 $149
Requires free Notion account. This package is a plug and play system designed to take the guesswork out of building a high end client onboarding process. These templates should empower business owners at every stage, whether you're just starting or looking to elevate your onboarding process to the next level. Inside, you'll find professionally crafted templates to position yourself as a sought-after creative professional.
What Your Getting:
A premium onboarding experience that builds trust and engagement from day one.
Contract Template that safeguards your work and boundaries.
Welcome Doc Template that clearly outlines expectations and next steps.
Reporting & KPI Template dashboard to track performance, progress, and show clients results at a glance.
CRM system to manage leads, clients, and projects with clarity and control.
Client Portal for clear communication, updates, and file sharing.
Immediately after purchasing, you’ll be redirected to the Notion template. From there, you can duplicate the package into your own Notion workspace and start using it right away. You will also receive an email with the link attached. It’s quick, seamless, and designed to get you up and running with minimal effort.
Digital product, no refunds
Ethan LeBlanc Freelance 2026 © Untitled. All rights reserved.