A checklist, a 15-question intake form and 5 ready-to-send emails that take a new client from "yes" to a smooth first week.
What you get
- 5-stage onboarding overview with timing
- 30-point onboarding checklist per client
- 15-question intake form to paste into any form tool
- 5 email templates: welcome, intake, kick-off booking, summary, week-1 update
- 30-minute kick-off agenda and 5 red flags to handle early
Who it's for
Designers, developers, writers, VAs, marketers and consultants who onboard clients by improvising.
A peek inside
One-time · PDF · 5 pages · instant download
Buy now · €12Secure checkout by Stripe. Instant download after payment.
Digital product: by buying you agree to immediate delivery, after which the EU right of withdrawal no longer applies. Something wrong with the file? Email us and we fix or refund it.
Frequently asked questions
What is in the onboarding kit?
A five-stage overview, a 30-point checklist, a 15-question intake form, five email templates, a 30-minute kick-off agenda and five early red flags.
Who is it for?
Designers, developers, writers, VAs, marketers and consultants who currently improvise the first week with a new client.
Price and format?
€12 one-time, five-page PDF, instant download.
Can I paste the emails into Gmail or my CRM?
Yes. The templates are plain text you copy and adapt.
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