Client Onboarding Pack — Complete Template System for Freelancers & Small Agencies (14 Templates + PDFs + Notion Version)
Your next client should never start with a blank email.If you're a freelancer or run a small agency, you already know the pattern: a new client signs, and then... you improvise. A welcome email written from scratch at 11pm. Scope agreed vaguely over a call. Feedback arriving in seventeen WhatsApp messages. An awkward invoice conversation six weeks later.Every one of those moments has a template in this pack — fully written, not fill-in-the-blank skeletons. You find-replace your name and business details, and you can send the welcome pack to a real client today.WHAT'S INSIDE — 14 COMPLETE TEMPLATES📬 Onboarding✅ Welcome pack / "what happens next" letter (sets the tone from day one)✅ Client intake questionnaire — general version, PLUS web-design and marketing variants with realistic example answers for every question✅ Kickoff call agenda + structured notes template (with the recap-email habit that prevents scope disputes)📋 Protecting the project✅ Scope of Work one-pager — deliverables, exclusions, revision rounds, change requests✅ Project timeline template with client-deliverable milestones ("if content is late, launch moves")✅ Communication charter — channels, response times, meeting cadence (kills the "got 5 minutes?" problem)✅ Feedback / revision request form that forces consolidated, specific feedback💶 Getting paid without awkwardness✅ Invoice & payment terms explainer letter — plain language, friendly, firm✅ Late-payment escalation wording that keeps the relationship intact🏁 Finishing strong✅ Offboarding & handover checklist (deliverables, credentials, documentation, sign-off)✅ Testimonial & referral email sequence — 3 emails with proven timing✅ Red-flag client screening checklist with a scoring system (and a polite decline template)✅ New-client internal ops checklist, deal-closed → work-startedTHREE FORMATS INCLUDED: Markdown — paste into Google Docs, email, Notion, anywhere 2. Print-ready PDFs — professionally laid out A4 documents for every client-facing template 3. Notion version — a full setup guide that turns the system into a client-management workspace (Clients, Projects, Onboarding Tasks, Screening, and Testimonials databases with views and template buttons) WHO THIS IS FOR: freelance designers, developers, marketers, copywriters, consultants, and 2–5 person agencies. Everything is service-agnostic with web-design and marketing variants where it matters.WHO THIS IS NOT FOR: large agencies with existing ops teams, or anyone looking for legal contracts — the scope and payment docs are plain-language business tools (clearly marked "not legal advice"), designed to sit alongside your contract, not replace it.Instant download. Use it on your very next client.PART OF THE RUN YOUR BUSINESS BUNDLE: get this pack plus four more complete template systems (restaurant SOPs, RAMS toolkit, estate agent AI prompts, SME AI agent kit) — all five for €99 launch price: mcmorrow4.gumroad.com/l/zmffdb
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