Client onboarding templates that get you funded

Client onboarding is a strategic document belonging to a comprehensive presentation category that streamlines the introduction of your services. You use it to communicate value; it is utilized by sales teams, consultants, and marketing professionals, particularly in tech and professional services industries for success professionally.

The goal is to empower you to build engaging client onboarding documents that effectively communicate your value proposition, streamline introductions, and foster stronger client relationships while significantly boosting conversion rates.

A client onboarding template typically includes: Review the following essential slides.

1. Introduction Slide – Brief company overview.
2. Services Slide – Outline your offered services.
3. Team Slide – Present key team members.
4. Process Slide – Explain your workflow clearly.
5. Next Steps Slide – Define actionable follow-up items.

Storydoc’s AI engine scans your source materials like websites, PDFs, or text inputs to automatically generate engaging client onboarding content. It applies your brand tone, visuals, and colors, while allowing you to fine-tune slides with design and writing assistant options for a personalized touch efficiently.

With your same-old PowerPoint client onboarding design, you won’t stand out. Decision-makers and stakeholders are tired of static, dull presentations.

Storydoc’s interactive design brings your content to life with animation, annotations, and narration. Unlike PDFs, PPTs, or print formats, our solution is mobile-friendly, offers conversion analytics, and supports dynamic personalization.

Storydoc templates offer faster creation, lower cost, enhanced control, and more engaging designs compared to agency-produced documents. They are twice as engaging and five times quicker to produce, ensuring you maintain updated content effortlessly and efficiently for lasting success today.

Start working on your client onboarding with our AI presentation maker