We’ve learned over the years just how important it is to have detailed forms for your onboarding and offboarding of Clients. We’ve made it easy for you and put together two PDFs filled with form templates. There are two onboarding form templates and 8 offboarding templates tailored for both analog and digital media.

Some examples of what is included:

•Social Media Agreements

•Media pickup and drop off confirmation

•Consultant’s checklist

•Organizational keys

•Quick tips

•Thank you

*Please note that these are all templates that are meant to be edited to fit your unique business and client needs. We have added examples on what to include, certain wording you may want to use, and formats we suggest.