The Client Onboarding & Intake Portal Toolkit

What’s Included:

 Official Deposit & Welcome Email Script: The exact message to send as soon as an invoice is paid to guide clients through their next steps smoothly.  

 Universal Client Intake Questionnaire: A comprehensive checklist to gather goals, brand guidelines, competitor info, and login details without back-and-forth emails.  

 Client Portal & Dashboard Framework: A structured template layout (compatible with Google Docs or Notion) for tracking project milestones, key links, and deliverables.  

 Communication & Boundary Policy Template: Pre-written guidelines setting clear office hours, revision limits, and response time expectations.