Client Intake & Onboarding System

Don't leave a new client waiting two days for a reply.

An intake form, four client emails and an onboarding tracker that move a new client from inquiry to kickoff without anything slipping.

The first rule of TechEd Analyst's intake: an automatic reply the moment a form arrives, and a real reply within one business day.

What you get

• Client Intake Form (Word + PDF)
• 4 email templates: acknowledge, kickoff, handover, check-in
• Client Onboarding Tracker spreadsheet
• Guide: From Inquiry to Kickoff

What it isn't

It isn't a CRM, and it isn't a contract.

Works with

Microsoft Excel, Google Sheets (File > Import), Apple Numbers or LibreOffice.

Every spreadsheet uses formulas only, opens in Excel or Google Sheets, and starts with a Start Here page and example rows.

Built by Dr. Tennyson Johnson, founder of TechEd Analyst (techedanalyst.com). Written with help from AI tools; every file tested by a person.

A working document for your own business use. Not legal, tax, financial or compliance advice.