Client onboarding templates that engage and educate

A client onboarding document serves as your roadmap for introducing new clients to your services. Belonging to the business document category, you use it to streamline communication. It is preferred by account managers and customer service teams in technology, finance, and professional services industries efficiently.

Client onboarding templates empower you to swiftly build rapport, maintain clarity, and establish strong relationships. They streamline processes, improve communication, and ensure every engagement is productive, personalized for success, remarkably.

A client onboarding template typically includes:

1. Welcome Slide – Introduces company overviews and mission
2. Overview Slide – Outlines services, achievements, and goals
3. Team Slide – Showcases key professionals and roles
4. Process Slide – Describes process flow and steps
5. Closing Slide – Summarizes key points and next steps

Each section clarifies your client journey.

Storydoc’s AI engine scans your provided sources, such as websites, PDFs, or text, to automatically generate engaging content. It also adjusts images, colors, and design elements to match your brand. Use the AI assistant to modify slides at any time for enhanced overall user experience.

Your traditional client onboarding designs can no longer compete. Static PPTs, PDFs, and printed materials are overused, dull, and hard to navigate on mobile. Storydoc’s interactive design animates, annotates, and narrates to tell your story.

Unlike outdated formats, Storydoc offers dynamic personalization and real-time analytics, ensuring your client onboarding evolves with every engagement.

Storydoc templates are 2x more engaging, cost far less than agency fees, and enable you to build content up to 5x faster. You retain control to update, personalize, and secure each document version instantly, driving truly impactful client onboarding outcomes.

Start working on your client onboarding with our AI presentation maker