Operations / Digital download

Client Onboarding Kit

Built for freelancers, consultants, and small service businesses. Replace the bracketed fields, add your branding, and use the same process from the discovery call through the final handover.

$29USD · one-time payment · tax may apply

Start Here guide

Stripe checkoutDownload after payment

INSIDE THE DOWNLOAD

Here’s what you get.

Discovery questionnaire and proposal outline
Editable client welcome packet and kickoff agenda
Project checklist and change request form
6 client emails + handover and feedback templates
Animated Start Here guide, included for offline use

Editable HTML · Markdown

BEFORE YOU BUY

A clear starting point.

Open the HTML packet in a browser to edit and print it. Markdown files open in any text editor. This kit provides working documents, not a legal services agreement.

Read the product terms

OPEN IT. MAKE IT YOURS. PUT IT TO WORK.

Your next steps, made clear.

Preview the walkthrough here. Your download includes the same guide to open offline.

START HEREOnboarding kit walkthrough

STEP 01 / 05

Unzip your client toolkit.

Extract client-onboarding-kit.zip and keep a clean master copy. The numbered files follow the order of a typical client project.

Open START-HERE.html, then read README.md.
Open editable-welcome-packet.html in your browser.
The .md files are editable text documents; open them in your preferred editor.

No online editor requiredBrowser + editable text documents

1 of 5

What you’ll need: A browser for the editable welcome packet and any text or Markdown editor for the other documents.

Open the full Start Here guide →

Client Onboarding Kit

Built for freelancers, consultants, and small service businesses. Replace the bracketed fields, add your branding, and use the same process from the discovery call through the final handover.

$29USD · one-time payment · tax may apply

Start Here guide

Stripe checkoutDownload after payment