Client Onboarding Checklist Mini Kit

Save setup time with a clean editable template pack you can customize, print, and reuse.

This pack includes:

- Inquiry Snapshot: Capture the first request clearly

- Fit Check: Decide if the project matches your service

- Kickoff Checklist: Start with files, scope, and dates

- File Request: Ask for what you need once

- Delivery Notes: Finish cleanly and track follow-up

You will receive:

- editable DOCX file

- print-ready PDF file

- product cover image

This is a digital product. No physical item will be shipped.

Usage note:

Personal and business use is allowed for the buyer. Resale, redistribution, or repackaging of the templates as a competing product is not included.

This is a general workflow template. It is not legal, tax, financial, HR, safety, or compliance advice.