Operations
Client Welcome and Onboarding Packet
The packet you send the moment a client says yes. Sets expectations, collects what you need, and makes you look like a team of twenty.
What is inside
- Welcome letter and what-happens-next timeline
- Intake questionnaire and asset request
- Communication and scheduling norms
- Kickoff checklist
What you get
A branded onboarding packet in Word and PDF, including the intake form and the kickoff checklist.
Format: Editable Word + PDF
These are editable business templates, not legal advice. Every business is different, so have a qualified attorney review any agreement before you rely on it or ask someone to sign it.
Editable Word + PDF
One-time purchase, yours to keep. No subscription.
- Editable, so you make it yours in minutes
- Yours to keep and reuse
- Built for real founders by Dee Williams
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