Client Onboarding, Welcome Packet & Kickoff Kit
Client Onboarding, Welcome Packet & Kickoff Kit Create an intake questionnaire, welcome packet, kickoff checklist, boundaries note, and first-week action map. Built for: freelancers, service providers, studios, and small agencies who need smoother client starts and fewer kickoff gaps What you get: - `00_RUN_CLIENT_ONBOARDING_WELCOME_KICKOFF_KIT_WIZARD.html` - `00_START_HERE.html` - `START_HERE.md` - `main-guide.md` - `FIRST_SESSION.md` - `one-person-impact.md` - `PUBLISHING_GATES.md` - `source-notes.md` - `SAVE_AND_BACKUP.md` - `sample-output.md` - `sample-output.csv` - `QUALITY_CHECK.md` - `client-intake-questionnaire.csv` - `kickoff-checklist.csv` - `welcome-packet-template.md` - `client-boundaries-sop.md` - `03_access-request-tracker.csv` - `04_first-week-client-flow.md` - `05_secure-access-offboarding-tracker.csv` - `06_filled-website-refresh-sample.md` - `07_send-this-first-client-packet.md` - `08_service-type-filled-onboarding-examples.csv` - `09_client-email-script-bank.md` - `10_access-offboarding-sop.md` Why it is useful: Onboarding fails when details are scattered. This keeps access, decisions, owners, boundaries, and kickoff outcomes in one reusable operating packet. Not included: - Client contract drafting - A privacy policy or data-processing agreement - CRM automation - Industry-specific compliance approvals Guardrail: This is an operations template, not legal advice or a substitute for a signed agreement, privacy policy, or professional services contract.
Get it → gogowinner.gumroad.com