Client Onboarding Kit & Proposal Template | Editable PowerPoint Presentation, Client Intake, Welcome & Handover Word Forms

Give every new client a clear, professional experience with an original editable onboarding and proposal suite. Ideal for freelancers, designers, virtual assistants, consultants and small creative studios.

WHAT YOU GET

• 17-slide editable Microsoft PowerPoint deck (.pptx) for discovery, service scope, milestones, communication plans, onboarding and handover

• Four editable Microsoft Word templates (.docx): Intake Questionnaire, Client Welcome Note, Project Kickoff Agenda and Final Delivery Handover

• PDF preview of the slide deck, PDF quick-start guide, and use license

INCLUDED WORKFLOW

1. Discovery questions and project snapshot

2. Proposal: challenge, approach, deliverables, timeline

3. Client welcome and onboarding checklist

4. Clear approval and communication planning

5. Final delivery and project wrap-up

COMPATIBILITY

Presentation is editable in Microsoft PowerPoint; documents are editable in Microsoft Word. The PDF is for viewing. Canva compatibility is NOT included or promised.

IMPORTANT

These are customizable business communication templates, not legal contracts or professional legal advice. Replace placeholders, review the accuracy of all statements and adapt the package to your client.

INSTANT DIGITAL DOWNLOAD

Unzip the package and open START_HERE_Client_Onboarding.pdf first. No physical item is shipped. Business use is allowed; resale of the original editable templates is not permitted.

EN + DE: Deutsche Dateien und Anleitung im zusätzlichen DE-ZIP enthalten.