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The Ultimate Client Onboarding & Management Toolkit

An All-In-One Solution To Effortlessly Onboard & Expertly Manage Your Clients

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Wouldn’t it be amazing if you could...

⏺️  Effortlessly streamline your client onboarding process, ensuring a seamless experience for both you and your clients every time.

⏺️  Consistently win back valuable time that can be redirected towards growing your business and enjoying the things you love.

⏺️  Boost client satisfaction, creating a positive reputation for your online business, without increasing your workload.


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And all without the stress of constantly juggling complicated and time-consuming onboarding tasks or worrying about missing important details?

Well, I’ve got some good news to share:


That’s the real magic that happens when you implement the proven strategies inside the 'Ultimate Client Onboarding & Management Toolkit'!


Ultimate Client Onboarding & Management Toolkit

Everything you need to effortlessly onboard and manage your clients. Enjoy the feeling of increased efficiency and customer satisfaction - No more onboarding stress, anxiety or overwhelm!

With the Ultimate Client Onboarding & Management Toolkit you will be able to:

💥 Streamline your client onboarding and welcome process effortlessly, saving you valuable time and energy.

💥 Gain clarity on the tools and tech needed to optimise your onboarding process, eliminating the guesswork, testing and decision making fatigue.

💥 Ensure consistency and professionalism in every step of your client communication, boosting your brand reputation.

💥 Build strong client relationships and loyalty by delivering a seamless onboarding experience, along with a client management service that goes above and beyond!

And the best part? You can get it for just £49.

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What they’re saying

“Sarah has so many skills that she can use to make your business run more smoothly that you’ll wonder how you ever managed without her. Couldn’t recommend her enough!

Rose Brown

“Thank goodness for the Sarahs of this world who can scoop you up and organise everything you need. Sarah is a super special one who does it with such patience and kindness at the same time.

Jenny French

“Since working with Sarah, it's enabled me to regularly get to inbox zero. My inbox is so organised and it's easy to stay on top of. Sarah also set up a lead magnet and I’m over the moon.

Beverley Densham

Here's what you'll learn inside the Ultimate Client Onboarding & Management Toolkit:

➡️ How to create a simple, seamless onboarding process from start to finish.

➡️ The essential tools and tech needed to optimise your onboarding experience.

➡️ Strategies for effective client communication and relationship-building.


➡️ Techniques for managing client expectations and preventing scope creep.


➡️ Tips for automating tasks and streamlining workflows to save time and effort.

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And we cover it all in just 40 minutes so you can start your easy, efficient client onboarding as quickly as possible.

What’s included in the Ultimate Client Onboarding & Management Toolkit —

All this for just £49

Onboarding Training Video - 

Learn best practices and golden rules for effective client onboarding, together with a run down of all the tools and tech you need in my  comprehensive training video.

Client Onboarding Checklist - 

Ensure no step is missed with this comprehensive checklist, guiding you through each stage of the onboarding process seamlessly.

Lead Tracker Trello Board - 

Keep track of potential clients and their progress through your easy-to-use onboarding pipeline, with this handy Trello Board lead tracker template.

Onboarding Instruction & SOP Template

Streamline your onboarding process with my detailed step-by-step instructions. Delivered as a Standard Operating Procedure (SOP) example and template, this tried and tested method ensures consistency and efficiency. This guide is editable to make it your own.

Onboarding Roadmap -

Visualise your onboarding process and work through each step using this handy flowchart. You can even share the onboarding roadmap with your clients, using this informative infographic to provide clarity and transparency.

Email Templates -

Effortlessly manage client communication with crafted email templates. These ready-to-use examples ensure consistency and professionalism, save time and maintain a professional image for your brand.

Client Feedback Questionnaire- 

Gather valuable insights and improve your processes with this customisable client feedback questionnaire example and template.

Invoice Templates - 

Simplify your invoicing process with these customisable invoice templates, helping you stay consistent, look professional and get paid quickly.

Introduction to Slack Guide: Client Comms - 

Enhance client communication and collaboration with this comprehensive guide to using Slack for client onboarding and ongoing support.

How We Work Together Template - 

Set clear expectations and boundaries with clients using this customisable template, outlining your working relationship and processes.

Client Onboarding Questionnaire -

Gather important information and preferences from clients upfront with this customisable questionnaire, ensuring a personalised onboarding experience.

Downloadable PDF -

An easy to follow digestible document with all the important links, templates and examples listed for you to refer back to at any time. 

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You might be wondering...

How long will this take? 

Going through the Ultimate Client Onboarding & Management Toolkit itself will take just 40 minutes. I keep it short and sweet so you can dive straight into mastering your client onboarding process.

As for putting things into action and streamlining your onboarding process - You’ll see improvements instantly with the next client you onboard!

Plus, with the customisable templates, examples and resources, such as the easy-to-use Trello Board Lead Tracker, Onboarding Instructions, Client Onboarding Checklist, Email Templates and Onboarding Questionnaire, you'll be able to implement changes seamlessly and start seeing results even faster!

What if I don't have time to implement this?

If you're strapped for time, I completely understand. However, the "Ultimate Client Onboarding & Management Toolkit" is designed to streamline your onboarding process and save you time in the long run. 

With the ready-to-use templates and resources, you can quickly implement changes without adding extra workload to your plate. So, if you're looking to optimise your client onboarding experience without spending countless hours figuring it out on your own, then this toolkit is definitely a good fit for you.


Plus, as long as you download the guide and resources, they're yours for as long as you want!

What will I need to streamline my client onboarding process?

Rest assured, the toolkit provides everything you need to get started, and any additional resources can be easily integrated into your existing workflow. Depending on your specific business needs, over time, you might choose to invest in the low-cost plans for some of the digital tools I recommend or use, such as Canva, Calendly or Google Workspace. However, you can get started and start to thrive with no extra cost!

Can I customise the templates and resources to fit my specific business needs?

Absolutely! The templates and resources included in the Ultimate Client Onboarding & Management Toolkit are designed to be fully customisable to suit your unique business requirements. Whether you need to adjust branding elements, modify content to align with your processes, or tailor templates to match your communication style, you have the flexibility to make changes as needed. My goal is to provide you with everything you need to create a client onboarding experience that reflects your brand and aligns perfectly with your business goals and objectives.

Will there be updates or additional content added to the offer in the future?

While there are no plans for updates or additional content at this time, I've carefully curated the resources included in the Ultimate Client Onboarding & Management Toolkit to ensure they meet your current needs effectively. My focus is on providing you with high-quality, low cost tools and strategies that you can implement right away to enhance your client onboarding process. Should there be any updates or add ons in the future, I'll be sure to keep you informed.

What if I encounter technical difficulties or have trouble implementing the strategies outlined in the offer?

If you need assistance with implementing the strategies provided in the Ultimate Client Onboarding & Management Toolkit, please don't hesitate to reach out to me via email at I'm here to help and support you in any way I can to ensure you have a smooth and successful experience with this toolkit.


How do I access the materials included in the offer after purchasing?

After purchasing the Ultimate Client Onboarding & Management Toolkit, you will receive an email with instructions on how to access the materials.You will be provided with a download link where you can view and download all the resources included in the offer. If you encounter any difficulties accessing the materials, please don't hesitate to reach out to me via email at, and I'll be happy to assist you. 


Can I share the resources included in the offer with my team or colleagues?

Yes, you are welcome to share the resources included in Ultimate Client Onboarding & Management Toolkit with your team members to collaborate and streamline your client onboarding process effectively. However, I kindly request that you refrain from sharing these resources with individuals outside of your business. Your investment in this offer grants you and your team access to the materials, and I appreciate your cooperation in respecting the terms of use. If you have any questions or concerns about sharing the resources, please feel free to reach out to me directly. Thank you for your understanding.


How does this offer differ from similar products or resources available on the market?

The Ultimate Client Onboarding & Management Toolkit stands out from other products you might find on the market due to its comprehensive approach and focus on providing practical, customisable solutions for streamlining the client onboarding process - all at a low cost. Unlike generic resources, this offer is specifically tailored to the needs of service-based businesses, particularly those in the online sector. Additionally, the inclusion of editable templates and resources allows for easy implementation and adaptation to your business requirements. The toolkit emphasises efficiency and effectiveness, aiming to save you time and effort while delivering exceptional results. It offers a unique combination of practical tools, expert guidance, tailored solutions and the “Sarah Forde Touch” to help you master your client onboarding process. 

"My mission is to make running your business
smoother, easier and more fun!" 

- Sarah Forde

More About Me

Hi, I'm Sarah Forde

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I'm your Online Business Manager specialising in supporting small online business owners who offer online services or products. I understand the importance of finding balance and efficiency in managing a thriving online business while juggling other responsibilities.

With extensive experience in business organisation, digital marketing, online course creation, and client management, I understand the challenges of scaling a business without feeling overwhelmed. I've assisted many clients in optimising their onboarding process, streamlining workflows, and boosting client management efficiency. This enables them to take back control of their time and focus on growing their business and doing the things they love!

I've packed everything I've learned into this short and sweet digital toolkit so you too can master your client onboarding process and enjoy increased productivity and client satisfaction.

Ready for the new way to easily streamline your client onboarding process effortlessly?

It’s time to optimise your business operations and delight your new clients with a seamless onboarding experience. It can be easy. And it can be quick — I’ll show you how.

By purchasing this digital product you will be added to my subscriber list and consent to receive email marketing. This includes newsletters and information about services and products. If this isn't for you, don't worry - you can unsubscribe at any time. 

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