WelcomeKit — Client Welcome Packet & Onboarding Guide

Make every new client feel like your only client — before you've even started the work.

WelcomeKit is a Client Welcome Packet & Onboarding Guide: the document you send the moment someone signs, before the actual project begins.

— Welcome Letter — the first thing your new client reads, with a quick recap of what they've booked.

— What to Expect — a plain-language walkthrough of your process, step by step.

— Communication & Availability Guide — sets expectations up front, so you get fewer "just checking in" messages.

— Frequently Asked Questions — answers your most common questions before they're asked.

— Contact & Next Steps — a simple one-page summary of what happens now.

Pairs naturally with FormSnap (contract, invoice, and intake documents) — WelcomeKit is what you send once the paperwork is signed and it's time to make a great first impression.

No Canva account, no login, and no monthly software fee — just open it in Word, Google Docs, or LibreOffice.

Format: editable .docx + reference .pdf, delivered instantly after checkout.