ETED Client Onboarding & Project Manager Bundle | Client CRM, Project Tracker, Task Manager, Payment Dashboard + Printable Workbook

ETED Client Onboarding & Project Manager Bundle | Client CRM, Project Tracker, Task Manager, Payment Dashboard + Printable Workbook

$39.00
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ETED Client Onboarding & Project Manager Bundle | Client CRM, Project Tracker, Task Manager, Payment Dashboard + Printable Workbook
  • ETED Client Onboarding & Project Manager Bundle | Client CRM, Project Tracker, Task Manager, Payment Dashboard + Printable Workbook
  • ETED Client Onboarding & Project Manager Bundle | Client CRM, Project Tracker, Task Manager, Payment Dashboard + Printable Workbook
ETED Client Onboarding & Project Manager Bundle | Client CRM, Project Tracker, Task Manager, Payment Dashboard + Printable Workbook

ETED Client Onboarding & Project Manager Bundle | Client CRM, Project Tracker, Task Manager, Payment Dashboard + Printable Workbook

$39.00

Turn a new sale into a great client experience

Getting the client is only the beginning. After the sale, you still need to collect information, confirm expectations, track deadlines, communicate clearly, deliver the work, collect payment, and close the project professionally.

The ETED Client Onboarding + Project Manager Bundle brings that complete post-sale process together. It is designed for freelancers, coaches, consultants, service providers, and small-business owners who need more organization without adding complicated client-management software.

What You Receive

Automated Excel Client + Project Manager

  • Start Here instructions and color key

  • Formula-driven client and project dashboard

  • Client database

  • Client onboarding tracker

  • Project and remaining-balance tracker

  • Task and deadline manager

  • Payment tracker

  • Communication and follow-up log

  • Editable workflow lists and dropdown menus

  • Status-based color coding

  • 12-month payment trend chart

Payments marked “Received” automatically flow into the matching project’s Payments Received and Balance fields, reducing duplicate entry.

30-Page Printable Client Workbook

  • New client inquiry form

  • Discovery questionnaire

  • Client profile

  • Project brief and scope planner

  • Project timeline

  • Client onboarding checklist

  • Welcome packet planner

  • Kickoff meeting agenda

  • Communication plan

  • Meeting notes

  • Deliverables and task trackers

  • Weekly project check-in

  • Change request and revision logs

  • Project time log

  • Payment schedule

  • Client feedback form

  • Testimonial request planner

  • Client offboarding checklist

  • Referral and retention plan

  • Client health check

  • Completed-project review

  • Notes and future-opportunity pages

  • Personal-use license

This Bundle Helps You

  • Give every new client a consistent onboarding experience

  • Keep client details and active projects organized

  • See deadlines, overdue tasks, follow-ups, and balances quickly

  • Document important decisions and change requests

  • Reduce missed steps and repetitive manual tracking

  • Close projects professionally instead of letting them fade out

  • Request feedback, testimonials, referrals, and repeat business

  • Work digitally, on paper, or with both tools together

How It Works

  1. Add the confirmed customer to the Client Database.

  2. Complete the Onboarding Tracker before beginning the project.

  3. Add the project value, dates, status, and next milestone.

  4. Track tasks, deadlines, payments, conversations, and follow-ups.

  5. Use the printable pages for discovery, scope, meetings, changes, and approvals.

  6. Complete the closeout process and schedule the next relationship action.

Perfect For

  • Freelancers

  • Virtual assistants

  • Coaches and consultants

  • Designers and marketers

  • Photographers and event professionals

  • Home and local service providers

  • Creative studios and small agencies

  • Small-business owners managing client projects

File Details

  • 1 Microsoft Excel workbook in .XLSX format

  • 1 printable 30-page PDF in US Letter size

  • 1 customer read-me file

  • Undated and reusable

  • Instant digital download

  • No physical product will be shipped

The Excel workbook may be uploaded to Google Sheets, although some formatting can vary. For best PDF printing results, select “Fit to printable area.”

Important Notice

These tools support organization and education only. They do not replace a professional contract, legal advice, accounting advice, or business policies appropriate to your work.

This is a digital product. Due to the nature of digital downloads, returns and exchanges are generally unavailable after files have been accessed, subject to the policies and laws that apply to your store and customer.

Purchase includes a personal-use license. You may use the files for your own planning and within your own business. You may not resell, redistribute, share, upload, sublicense, copy, or claim the files, design, or content as your own.

Copyright 2026 ETED. All rights reserved.

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