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
Who it is for
Service businesses that want a new client's first week to feel organized and professional instead of improvised.
Questions it answers
- What should a client receive the moment they say yes?
- What do I need to collect from them before kickoff?
What you get
A branded onboarding packet in Word and PDF, including the intake form and the kickoff checklist.
Format: Editable Word + PDF
Preview shows the document layout. The full text is in your download.
Editable Word + PDF
One-time purchase. Yours to keep. No subscription.
Or get UNLIMITED documents with the Build plan.
$79/month includes every contract, template, and checklist in these directories, plus every future document we add.
See the Build plan →Not legal advice. This is an informational sample document. Have an attorney review it before you use it; meeting your state's requirements is your responsibility.
- Editable, so you make it yours in minutes
- Yours to keep and reuse
- Built for real founders by Dee Williams
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$17Please read: templates are not legal advice
- These templates and contracts are informational samples, not legal advice, and buying one does not create an attorney-client relationship with anyone.
- Laws differ by state, by industry, and by situation. Have a qualified attorney review any document before you rely on it or ask someone to sign it.
- It is your responsibility to make sure any document you use meets your state's requirements and fits your specific circumstances.