The below video can be used to send to your clients to know what to expect in onboarding. There are two versions. Version 1 is longer and explains the Element scores and the other version just goes over onboarding.
Version 1: Explains Element Scores and Shows Onboarding
Version 2: Shows Onboarding Only
Once you click on the link, you should be able to download the video from Vimeo. If you are interested in creating your own video, attached is a script so you know what to say.
Checklist
Attached below is a PDF checklist you can send to clients to help them gather information before they start into the onboarding process. Furthermore, if you want to edit/add to this document, here is the Canva template link to make modifications yourself.
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