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client management
Client Onboarding Kit
Professional onboarding system that sets every project up for success.
$25.00$35.00Save 29%
notion
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About this product
First impressions matter. This onboarding kit helps you kick off every client relationship like a pro — even if you're making it up as you go.
Includes a welcome packet template, project kickoff questionnaire, communication preferences form, file sharing setup guide, and timeline agreement template. Everything is pre-written and customizable.
Clients will think you've been doing this for decades.
What's included
- Welcome packet template
- Project kickoff questionnaire
- Communication preferences form
- File sharing setup guide
- Timeline agreement template
- Automated email sequences
- Brand assets collection form
- Project milestones tracker
Customer Reviews
5.0 (1 review)
A
Alex Kim
Feb 22, 2026
My onboarding process used to be embarrassingly bad. Now clients comment on how professional it is. The questionnaire alone has prevented scope creep on multiple projects.