{"title":"Start Here — Shop by Need","description":"\u003cp\u003eNot sure where to start? You're in the right place. Browse our most popular templates by what you need most — whether you're systemizing your client experience, documenting your SOPs, onboarding your team, or just getting started. All templates are fully editable in Canva and available as instant digital downloads.\u003c\/p\u003e\n\u003cdiv\u003e\u003cbr\u003e\u003c\/div\u003e\n\u003cp\u003e\u003cstrong\u003eLooking to impress your clients?\u003c\/strong\u003e Start with the Client Onboarding System or Client Experience Bundle.\u003c\/p\u003e\n\u003cp\u003e\u003cstrong\u003eReady to scale your operations?\u003c\/strong\u003e The SOP Packet has everything you need to document, delegate, and grow.\u003c\/p\u003e\n\u003cp\u003e\u003cstrong\u003eBuilding your team?\u003c\/strong\u003e The Employee Onboarding System and 30\/60\/90 Day New Hire Plan set new hires up for success from day one.\u003c\/p\u003e\n\u003cp\u003e\u003cstrong\u003eJust getting started?\u003c\/strong\u003e The Client Onboarding Starter Kit is the perfect entry point.\u003c\/p\u003e","products":[{"product_id":"client-onboarding-checklist-template-editable-in-canva-step-by-step-client-process-guide","title":"Client Onboarding Checklist","description":"\u003ch3 class=\"PDq2pG_selectionAnchorContainer\"\u003eSTART EVERY CLIENT RELATIONSHIP WITH A CLEAR PROCESS\u003cspan class=\"PDq2pG_selectionAnchor\"\u003e\u003c\/span\u003e\n\u003c\/h3\u003e\n\u003cp\u003eA new client just signed. Now what?\u003c\/p\u003e\n\u003cp\u003eThe \u003cstrong\u003eClient Onboarding Checklist\u003c\/strong\u003e gives you a step-by-step process for moving a new client from \u003cstrong\u003esigned contract to successful kickoff\u003c\/strong\u003e—without relying on memory, scattered notes, or wondering what you forgot.\u003c\/p\u003e\n\u003cp\u003eUse it to create a more consistent, organized, and professional onboarding experience every time a new client says yes. \u003cspan class=\"contents\"\u003e\u003c\/span\u003e\u003c\/p\u003e\n\u003ch3\u003eWHAT'S INCLUDED\u003c\/h3\u003e\n\u003cp\u003eThis \u003cstrong\u003e11-page editable Canva checklist\u003c\/strong\u003e guides you through the key stages of client onboarding:\u003c\/p\u003e\n\u003cp\u003e\u003cstrong\u003ePre-Onboarding Tasks\u003c\/strong\u003e\u003cbr\u003eTrack contracts, payment, intake, client folders, CRM updates, welcome materials, and kickoff scheduling. \u003cspan class=\"contents\"\u003e\u003c\/span\u003e\u003c\/p\u003e\n\u003cp\u003e\u003cstrong\u003eOnboarding Setup\u003c\/strong\u003e\u003cbr\u003eOrganize welcome materials, client folders or portals, internal responsibilities, intake review, and project timelines. \u003cspan class=\"contents\"\u003e\u003c\/span\u003e\u003c\/p\u003e\n\u003cp\u003e\u003cstrong\u003eKickoff Call Preparation\u003c\/strong\u003e\u003cbr\u003ePrepare goals, questions, documents, your agenda, meeting details, and anything else needed for a productive kickoff. \u003cspan class=\"contents\"\u003e\u003c\/span\u003e\u003c\/p\u003e\n\u003cp\u003e\u003cstrong\u003eKickoff Call Checklist\u003c\/strong\u003e\u003cbr\u003eWalk through goals, deliverables, timelines, communication expectations, next steps, and follow-up. \u003cspan class=\"contents\"\u003e\u003c\/span\u003e\u003c\/p\u003e\n\u003cp\u003e\u003cstrong\u003ePost-Kickoff Tasks\u003c\/strong\u003e\u003cbr\u003eKeep follow-up organized with recap emails, deadlines, project-management updates, internal tasks, first deliverables, and ongoing communication. \u003cspan class=\"contents\"\u003e\u003c\/span\u003e\u003c\/p\u003e\n\u003cp\u003e\u003cstrong\u003eClient Experience Touchpoints + Final Review\u003c\/strong\u003e\u003cbr\u003eKeep important client touchpoints visible and confirm everything is ready before onboarding is considered complete. \u003cspan class=\"contents\"\u003e\u003c\/span\u003e \u003cspan class=\"contents\"\u003e\u003c\/span\u003e\u003c\/p\u003e\n\u003ch3\u003eUSE THIS CHECKLIST TO\u003c\/h3\u003e\n\u003cp\u003e✓ Stop rebuilding your onboarding process for every client\u003cbr\u003e✓ Reduce missed steps and last-minute scrambling\u003cbr\u003e✓ Prepare more organized kickoff calls\u003cbr\u003e✓ Keep internal and client responsibilities on track\u003cbr\u003e✓ Create a more consistent client experience\u003cbr\u003e✓ Make your onboarding process easier to repeat as your business grows\u003c\/p\u003e\n\u003ch3\u003eBUILT FOR SERVICE-BASED BUSINESSES\u003c\/h3\u003e\n\u003cp\u003eIdeal for consultants, freelancers, agencies, coaches, creative businesses, and other service providers who want a simple, repeatable process for bringing new clients into their business.\u003c\/p\u003e\n\u003ch3\u003eEDITABLE IN CANVA\u003c\/h3\u003e\n\u003cp\u003eCustomize the checklist to match your own services, workflow, tools, terminology, and brand.\u003c\/p\u003e\n\u003cp\u003e\u003cstrong\u003eIf applicable:\u003c\/strong\u003e No Canva Pro required—a free Canva account is all you need.\u003c\/p\u003e\n\u003ch3\u003eDIGITAL PRODUCT DETAILS\u003c\/h3\u003e\n\u003cp\u003e\u003cstrong\u003eFormat:\u003c\/strong\u003e Digital product\u003cbr\u003e\u003cstrong\u003eLength:\u003c\/strong\u003e 11 pages\u003cbr\u003e\u003cstrong\u003eEditing:\u003c\/strong\u003e Customizable in Canva\u003cbr\u003e\u003cstrong\u003eDelivery:\u003c\/strong\u003e Digital access after purchase\u003cbr\u003e\u003cstrong\u003ePhysical product:\u003c\/strong\u003e Nothing will be shipped\u003c\/p\u003e\n\u003cp\u003eFor use within your own business. Templates may not be resold, redistributed, shared, or used to create products for resale.\u003c\/p\u003e\n\u003ch3\u003eNEED MORE THAN A CHECKLIST?\u003c\/h3\u003e\n\u003cp\u003eIf you're ready to build a \u003cstrong\u003ecomplete onboarding process\u003c\/strong\u003e, explore the \u003cstrong\u003eClient Onboarding System\u003c\/strong\u003e for intake, workflows, expectations, communication standards, kickoff tools, first-week planning, a 30-day roadmap, email templates, and more.\u003c\/p\u003e\n\u003cp\u003e\u003cstrong\u003eStart simple—or build the complete system when you're ready.\u003c\/strong\u003e\u003c\/p\u003e","brand":"Highline Studio Ops","offers":[{"title":"Default Title","offer_id":53659865514291,"sku":null,"price":9.0,"currency_code":"USD","in_stock":true}],"thumbnail_url":"\/\/cdn.shopify.com\/s\/files\/1\/0995\/2932\/6899\/files\/Client_Onboarding_Checklist_-_Updated_image_1.png?v=1787340082"},{"product_id":"sop-packet-editable-in-canva-complete-standard-operating-procedure-system-for-small-business-operations","title":"Small Business SOP System","description":"\u003ch3 class=\"PDq2pG_selectionAnchorContainer\"\u003eSTOP RUNNING YOUR BUSINESS FROM MEMORY\u003cspan class=\"PDq2pG_selectionAnchor\"\u003e\u003c\/span\u003e\n\u003c\/h3\u003e\n\u003cp\u003eWhen important processes live in your head, \u003cstrong\u003eyou become the system\u003c\/strong\u003e.\u003c\/p\u003e\n\u003cp\u003eYour team comes back to you with the same questions. Recurring work gets done differently depending on who's doing it. Delegating creates more work instead of less. And as the business grows, so does the operational complexity.\u003c\/p\u003e\n\u003cp\u003eThe \u003cstrong\u003eHighline Small Business SOP System\u003c\/strong\u003e helps you turn the way your business works into clear, repeatable processes your team can actually follow.\u003c\/p\u003e\n\u003cp\u003eAnd you don't have to start from a blank page.\u003c\/p\u003e\n\u003ch3\u003eSTART WITH 10 PROCESSES ALREADY WRITTEN FOR YOU\u003c\/h3\u003e\n\u003cp\u003eInstead of giving you an empty SOP template and leaving you to figure out the rest, this system includes \u003cstrong\u003e10 pre-written Standard Operating Procedures\u003c\/strong\u003e covering common processes across a growing small business.\u003c\/p\u003e\n\u003cp\u003eSimply customize the steps, tools, responsibilities and language to fit the way \u003cem\u003eyour\u003c\/em\u003e business operates.\u003c\/p\u003e\n\u003cp\u003e\u003cstrong\u003eYour 10 pre-written SOPs include:\u003c\/strong\u003e\u003c\/p\u003e\n\u003col\u003e\n\u003cli\u003eClient Onboarding\u003c\/li\u003e\n\u003cli\u003eInvoicing \u0026amp; Payments\u003c\/li\u003e\n\u003cli\u003eWeekly CEO Review\u003c\/li\u003e\n\u003cli\u003eLead Intake\u003c\/li\u003e\n\u003cli\u003eContent Publishing\u003c\/li\u003e\n\u003cli\u003eFile Management\u003c\/li\u003e\n\u003cli\u003eVendor Payments\u003c\/li\u003e\n\u003cli\u003eCustomer Support\u003c\/li\u003e\n\u003cli\u003eMeeting Preparation\u003c\/li\u003e\n\u003cli\u003eProject Kickoff\u003c\/li\u003e\n\u003c\/ol\u003e\n\u003ch3\u003ePLUS A MASTER TEMPLATE FOR EVERYTHING ELSE\u003c\/h3\u003e\n\u003cp\u003eOnce you've customized the included SOPs, use the reusable \u003cstrong\u003eSOP Master Template\u003c\/strong\u003e to document the other recurring processes unique to your business.\u003c\/p\u003e\n\u003cp\u003eEvery SOP follows a consistent structure:\u003c\/p\u003e\n\u003cp\u003e✓ Purpose\u003cbr\u003e✓ Process Owner\u003cbr\u003e✓ Frequency\u003cbr\u003e✓ Tools Needed\u003cbr\u003e✓ Step-by-Step Instructions\u003cbr\u003e✓ Quality Checks\u003cbr\u003e✓ Troubleshooting Guidance\u003c\/p\u003e\n\u003cp\u003eSo you're not simply documenting \u003cem\u003ewhat\u003c\/em\u003e needs to happen—you're creating a repeatable framework for \u003cstrong\u003ehow the work gets done\u003c\/strong\u003e.\u003c\/p\u003e\n\u003ch3\u003eWHAT'S INCLUDED\u003c\/h3\u003e\n\u003cp\u003e✓ 10 Pre-Written Standard Operating Procedures\u003cbr\u003e✓ Reusable SOP Master Template\u003cbr\u003e✓ How-to-Use Guide\u003cbr\u003e✓ SOP Index\u003cbr\u003e✓ Notes Page\u003cbr\u003e✓ Fully Editable Canva Templates\u003cbr\u003e✓ Instant Digital Access\u003c\/p\u003e\n\u003ch3\u003eBUILT FOR REAL BUSINESSES — NOT PERFECT ONES\u003c\/h3\u003e\n\u003cp\u003eYou don't need to have every process figured out before you begin.\u003c\/p\u003e\n\u003cp\u003eThe included SOPs give you a practical starting point that you can adapt as your business evolves.\u003c\/p\u003e\n\u003cp\u003eCustomize the:\u003c\/p\u003e\n\u003cp\u003e✓ Process steps\u003cbr\u003e✓ Tools and software\u003cbr\u003e✓ Roles and responsibilities\u003cbr\u003e✓ Terminology\u003cbr\u003e✓ Colors, fonts and branding\u003c\/p\u003e\n\u003cp\u003eThe goal isn't to force your business into someone else's process.\u003c\/p\u003e\n\u003cp\u003e\u003cstrong\u003eIt's to give you the structure to document your own.\u003c\/strong\u003e\u003c\/p\u003e\n\u003ch3\u003eTHIS SYSTEM IS FOR YOU IF...\u003c\/h3\u003e\n\u003cp\u003eYou're a small-business owner, consultant, agency or service-based business that wants to:\u003c\/p\u003e\n\u003cp\u003e✓ Stop answering the same operational questions\u003cbr\u003e✓ Delegate recurring work more confidently\u003cbr\u003e✓ Create greater consistency across your team\u003cbr\u003e✓ Make training easier\u003cbr\u003e✓ Reduce missed steps and operational confusion\u003cbr\u003e✓ Build processes that can scale as the business grows\u003c\/p\u003e\n\u003ch3\u003eFROM “IT'S IN MY HEAD” TO “IT'S HOW WE WORK”\u003c\/h3\u003e\n\u003cp\u003e\u003cstrong\u003e1. Download\u003c\/strong\u003e\u003c\/p\u003e\n\u003cp\u003eAfter purchase, you'll receive a PDF containing access to your Canva templates.\u003c\/p\u003e\n\u003cp\u003e\u003cstrong\u003e2. Customize\u003c\/strong\u003e\u003c\/p\u003e\n\u003cp\u003eAdapt the pre-written SOPs to your business, tools, team and workflows.\u003c\/p\u003e\n\u003cp\u003e\u003cstrong\u003e3. Implement\u003c\/strong\u003e\u003c\/p\u003e\n\u003cp\u003eStore your completed SOPs in a central location and use them to train, delegate and standardize recurring work.\u003c\/p\u003e\n\u003cp\u003e\u003cstrong\u003e4. Build\u003c\/strong\u003e\u003c\/p\u003e\n\u003cp\u003eUse the included SOP Master Template whenever you identify another process that should be documented.\u003c\/p\u003e\n\u003ch3\u003eNO CANVA PRO REQUIRED\u003c\/h3\u003e\n\u003cp\u003eA \u003cstrong\u003efree Canva account\u003c\/strong\u003e is all you need to edit and customize your templates.\u003c\/p\u003e\n\u003cp\u003eChange the wording, steps, fonts, colors and branding to make the system your own.\u003c\/p\u003e\n\u003ch3\u003eDIGITAL PRODUCT DETAILS\u003c\/h3\u003e\n\u003cp\u003e\u003cstrong\u003eFormat:\u003c\/strong\u003e Digital download\u003cbr\u003e\u003cstrong\u003eEditing:\u003c\/strong\u003e Fully customizable in Canva\u003cbr\u003e\u003cstrong\u003eCanva Pro:\u003c\/strong\u003e Not required\u003cbr\u003e\u003cstrong\u003eDelivery:\u003c\/strong\u003e Instant digital access\u003cbr\u003e\u003cstrong\u003ePhysical product:\u003c\/strong\u003e None will be shipped\u003c\/p\u003e\n\u003cp\u003eTemplates are licensed for use within your own business and may not be resold, redistributed, shared, or used to create products for resale.\u003c\/p\u003e\n\u003ch3\u003eDOCUMENT. DELEGATE. SCALE.\u003c\/h3\u003e\n\u003cp\u003eYour business shouldn't have to depend on you remembering how everything gets done.\u003c\/p\u003e\n\u003cp\u003e\u003cstrong\u003eStart documenting the processes that keep your business running—and build a business that runs on repeatable systems, not memory.\u003c\/strong\u003e\u003c\/p\u003e","brand":"Highline Studio Ops","offers":[{"title":"Default Title","offer_id":53660631204147,"sku":null,"price":47.0,"currency_code":"USD","in_stock":true}],"thumbnail_url":"\/\/cdn.shopify.com\/s\/files\/1\/0995\/2932\/6899\/files\/Small_Business_SOP_Updated_Cover_Image.png?v=1787780895"},{"product_id":"30-60-90-day-new-hire-plan-editable-canva-template","title":"30\/60\/90 Day New Hire Plan","description":"\u003ch3 class=\"PDq2pG_selectionAnchorContainer\"\u003eGIVE NEW HIRES A CLEAR ROADMAP FOR THEIR FIRST 90 DAYS\u003cspan class=\"PDq2pG_selectionAnchor\"\u003e\u003c\/span\u003e\n\u003c\/h3\u003e\n\u003cp\u003eStarting a new role comes with a lot to learn—and unclear expectations can make those first few months harder than they need to be.\u003c\/p\u003e\n\u003cp\u003eThe \u003cstrong\u003e30\/60\/90 Day Plan\u003c\/strong\u003e gives managers and new hires a structured roadmap for setting goals, defining expectations, tracking progress, and building toward successful performance during the first three months.\u003c\/p\u003e\n\u003cp\u003eInstead of waiting until a formal review to talk about progress, create clear milestones from the beginning and check in along the way.\u003c\/p\u003e\n\u003ch3\u003eTURN THE FIRST 90 DAYS INTO A PLAN\u003c\/h3\u003e\n\u003cp\u003eThis \u003cstrong\u003e12-page editable Canva template\u003c\/strong\u003e helps managers establish expectations early and gives new employees a clearer understanding of what they should be working toward.\u003c\/p\u003e\n\u003cp\u003eThe plan progresses through three stages:\u003c\/p\u003e\n\u003cp\u003e\u003cstrong\u003e30 DAYS — ORIENTATION \u0026amp; 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90-Day Goal Plans\u003c\/strong\u003e\u003cbr\u003eCreate specific goals and milestones for each stage of the employee's first three months.\u003c\/p\u003e\n\u003cp class=\"PDq2pG_selectionAnchorContainer\"\u003e\u003cstrong\u003eTraining Checkpoints\u003c\/strong\u003e\u003cbr\u003eTrack important training topics, completion, and manager verification.\u003cspan class=\"PDq2pG_selectionAnchor\"\u003e\u003c\/span\u003e\u003c\/p\u003e\n\u003cp\u003e\u003cstrong\u003eKPIs \u0026amp; Metrics\u003c\/strong\u003e\u003cbr\u003eDefine performance measures and establish 30-, 60-, and 90-day targets, review cadence, strengths, improvement areas, and action items.\u003c\/p\u003e\n\u003cp class=\"PDq2pG_selectionAnchorContainer\"\u003e\u003cstrong\u003eManager Notes\u003c\/strong\u003e\u003cbr\u003eCreate space for ongoing observations, progress, feedback, and follow-up.\u003cspan class=\"PDq2pG_selectionAnchor\"\u003e\u003c\/span\u003e\u003c\/p\u003e\n\u003cp\u003e\u003cstrong\u003eConfirmation Checklist\u003c\/strong\u003e\u003cbr\u003eConfirm that each review has been completed, KPIs are aligned, and next steps have been assigned.\u003c\/p\u003e\n\u003ch3 class=\"PDq2pG_selectionAnchorContainer\"\u003eUSE THIS PLAN TO\u003cspan class=\"PDq2pG_selectionAnchor\"\u003e\u003c\/span\u003e\n\u003c\/h3\u003e\n\u003cp\u003e✓ Set expectations from the beginning\u003cbr\u003e✓ Create clear 30-, 60-, and 90-day goals\u003cbr\u003e✓ Track training and skill development\u003cbr\u003e✓ Establish measurable KPIs and milestones\u003cbr\u003e✓ Make manager check-ins more productive\u003cbr\u003e✓ Document progress, blockers, and next steps\u003cbr\u003e✓ Give new hires greater clarity about what success looks like\u003cbr\u003e✓ Create a repeatable framework for future hires\u003c\/p\u003e\n\u003ch3\u003eBUILT FOR GROWING TEAMS\u003c\/h3\u003e\n\u003cp\u003eIdeal for:\u003c\/p\u003e\n\u003cp\u003e✓ Small business owners\u003cbr\u003e✓ Managers and team leads\u003cbr\u003e✓ HR and People teams\u003cbr\u003e✓ Operations managers\u003cbr\u003e✓ Agencies and studios\u003cbr\u003e✓ Growing businesses building a more structured onboarding process\u003c\/p\u003e\n\u003cp\u003eThe product itself identifies these audiences and is designed to be customized by role, department, and manager.\u003c\/p\u003e\n\u003ch3 class=\"PDq2pG_selectionAnchorContainer\"\u003eHOW IT WORKS\u003cspan class=\"PDq2pG_selectionAnchor\"\u003e\u003c\/span\u003e\n\u003c\/h3\u003e\n\u003cp\u003e\u003cstrong\u003e1. Customize\u003c\/strong\u003e\u003cbr\u003eAdapt the plan to the employee's role, department, responsibilities, goals, and performance expectations.\u003c\/p\u003e\n\u003cp\u003e\u003cstrong\u003e2. Set the Roadmap\u003c\/strong\u003e\u003cbr\u003eDefine what success should look like at 30, 60, and 90 days.\u003c\/p\u003e\n\u003cp\u003e\u003cstrong\u003e3. Review Together\u003c\/strong\u003e\u003cbr\u003eUse the plan during regular 1:1s and formal 30-, 60-, and 90-day reviews.\u003c\/p\u003e\n\u003cp\u003e\u003cstrong\u003e4. Track Progress\u003c\/strong\u003e\u003cbr\u003eUpdate goals, milestones, training, KPIs, and manager notes as the employee develops.\u003c\/p\u003e\n\u003cp\u003e\u003cstrong\u003e5. 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