The Client Onboarding Kit — From Yes to Kickoff in 15 Minutes

From "Yes" to Kickoff in 15 Minutes

For: Freelancers who win the deal, then fumble the gap between the yes and day one.

Promise: Every document and email from signature to week-one check-in — fill-in ready.

Inside

• Welcome packet (2 pages, fill-in) — timeline, what I need from you, how we communicate
• 1-page contract skeleton — revisions limit, kill fee, ownership-on-final-payment
• 12-question client questionnaire — 6 to scope the work, 6 to prevent drama
• 5 onboarding emails — same-day close, kickoff brief, materials chase, first-delivery frame, week-one check-in
• First-week checklist — every line has a "done means" definition
• Bonus: the deposit script — ask for 50% upfront without flinching

Instant delivery. Fill the brackets, send. If it does not save you one hour of onboarding chaos on your next client, you get your money back.