Client Onboarding Kit

The gap between a signed contract and real work starting is where clients lose confidence. This kit closes it with a repeatable first week that runs the same way every time.

What's inside

• Day-0 to day-7 onboarding checklist that generates itself from the intake form
• Client intake form covering goals, brand assets, access, approvals and stakeholders
• Proposal template with scope, deliverables, timeline and investment sections
• Scope-of-work and change-request documents that make out-of-scope requests routine to handle
• Welcome packet explaining how you work, response times and how feedback is given
• Kickoff call agenda and a follow-up summary template

Who it's for

Freelancers and small agencies who onboard at least one new client a month and want it to stop being improvised.

Format & delivery

• Notion template — duplicate it into your own workspace in one click
• Documents are plain Notion pages, so you can export them to PDF or Google Docs
• Delivered instantly after checkout as a PDF with your duplication link and a setup guide
• Lifetime access to future updates