What's included:

Note: This File Review template is included inside the full Onboarding Spreadsheet Workflow & Communications bundle. If you’ve already purchased the full onboarding package, you do not need to purchase this separately.

  • Email templates

  • Contract (need to be legally vetted for your region)

  • Best Practice Notes

  • Checklist of tasks & to-dos (as a live link to a downloadable GSheet and enclosed in download as Excel formatted files)

  • Exclusive continuation of Kellie Parks’ template collection