Client Onboarding Kit

Start every client the same calm, professional way. Four ready-to-edit documents that cover the first week of any project.

WHAT YOU GET

• Welcome email you can copy into your own email
• Onboarding checklist with owner and due date columns
• Client questionnaire (18 questions) to learn what you need
• One-page project brief to confirm the goal in writing
• 2 paper sizes: A4 and US Letter
• Editable Word templates (.docx) and filled-in PDF examples
• A Start-Here guide (PDF)

HOW IT WORKS

1. Buy and download the ZIP file instantly.
2. Open the Word template and type over the [brackets].
3. Send the welcome email and questionnaire, then use the checklist to track progress.

GOOD TO KNOW

• Works best in Microsoft Word (Windows or Mac). Google Docs, Pages and LibreOffice may swap fonts, so check the result before sending.
• The sample people, businesses and figures in the PDF examples are made up.
• Digital download, nothing is shipped.
• For your own business use. Please do not resell, share or give away the files.