Client Onboarding Kit

A smooth start for every client.

$27$39

4.9/5 · Google Docs + Sheets · 18 files

ToolkitClient Onboarding Kit

Client Onboarding Kit$27

What's inside

  • Welcome email sequence
  • Intake questionnaire
  • Kickoff call agenda
  • Client agreement outline
  • Project tracker sheet
  • Offboarding and testimonial request

Who it's for

For you if

  • You coach or consult one-to-one
  • You rebuild onboarding for every client
  • You want every start smooth

Skip it if

  • You sell only digital products
  • You need a CRM or e-signatures

What buyers say

4.8/5 ·23 reviews

3 weeks ago

Same start for every client

Onboarding went from three hours to about forty minutes.

Sara A. · Brand consultantVerified buyer · Client Onboarding Kit

One kit or all ten

One payment. Yours to keep.

Client Onboarding Kit

$27$39

Just this toolkit.

All-Access: all 47

$149$411

Every kit, plus new ones.

14days

14 days to decide

Not for you? Email us for a full refund.

Questions

When do I get it?

Right after payment, by email.

What do I need to open it?

A free Google account.

Can I use it for client work?

Yes, just don't resell or share the files.

What if it doesn't work for me?

Email us within 14 days for a full refund.

Sell what you know.

All 47 products and every future release.

One payment · 14-day refund