Client Onboarding, Welcome Packet & Kickoff Kit

Problem Freelancers, studios, service providers, and small agencies need a consistent way to collect client facts, set boundaries, run kickoff, and assign the first week of work without losing details across messages. Result Use the offline onboarding wizard to create a client intake summary, welcome packet, kickoff agenda, boundary note, access checklist, and first-week action map from one set of inputs. Contents client-intake-questionnaire.csv kickoff-checklist.csv welcome-packet-template.md client-boundaries-sop.md booking-link-handoff-template.md filled sample output in Markdown and CSV first-session and backup instructions Use Extract the ZIP, then open 00_RUN_CLIENT_ONBOARDING_WELCOME_KICKOFF_KIT_WIZARD.html. Try the included sample once, replace it with your own facts, then review the result before copying or exporting it. Limits These are client-service workflow templates, not contracts or legal advice; adapt boundaries, payment terms, privacy language, and access rules to your business.

Found on Devadex — the discovery index for independent software the big search engines bury. More from gumroad.

Report this listing