Client Onboarding Kit
Intake form, kickoff agenda, welcome email pack, and meeting/action tracker in one ZIP.
Product promise
Move new clients from yes to organized kickoff without rebuilding the process every time.
01 · Choose the right tool
Focused templates for specific operating work.
Pick the document, pack, or bundle that matches the workflow you need to improve.
02 · Use immediately
Editable files you can put to work.
Each ZIP includes DOCX/XLSX artifacts intended to be opened, filled, copied, and adapted.
03 · Upgrade only if needed
Start with one document.
Start with one template, or use a kit when the workflow needs multiple supporting documents.
Preview + contents
Know exactly what you’re buying.
Open the PDF preview, then buy the ZIP if this solves the specific operational pain.
Open preview PDFClient Intake Form — DOCX
Client Kickoff Agenda — DOCX
Client Welcome Email Pack — DOCX
Meeting Notes Action Tracker — DOCX
File types
Simple artifact, clear job.
Delivered by secure ZIP after Stripe verifies purchase.
Who it’s for
Service businesses that need a repeatable client onboarding workflow.
If this product is not the right fit, browse the shop for a more focused template or try one of the free resources first.
Other options
Lower-priced products in the same catalog.
Client onboarding
Client Intake Form
$4.99
Editable intake form for goals, constraints, contacts, decision makers, success criteria, risks, and next steps.
Client onboarding
Client Kickoff Agenda
$4.99
A structured kickoff agenda for scope, cadence, roles, risks, decisions, and first-week actions.
Client operations
Meeting Notes & Action Tracker
$4.99
A meeting notes template that captures decisions, owners, due dates, and open questions.