What's included:

This Client Guidebook template gives you a polished, ready-to-use onboarding resource you can customise for your firm. It helps you set expectations, guide client communication, and deliver a professional experience from the very start. Everything is included in both PowerPoint and Google Slides formats for easy editing.

  • Full Client Guidebook template (long + short versions)

  • Editable in PowerPoint and Google Slides

  • Includes workflow, policies, and client-facing language

  • Exclusive continuation of Kellie Parks’ template collection