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Client Onboarding Welcome Packet Template

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$6.99
$6.99
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Reusable client welcome packet with intake prompts, kickoff checklist, and project handoff pages.


Includes:

- Client intake worksheet

- Kickoff checklist

- Project access handoff tracker

- Scope and next-step notes


Files are delivered as a ZIP download with a PDF guide/workbook, editable tracker or template files, and a README. Use this as a ready-made digital resource for planning, organization, or creator workflows.


License: personal and commercial use for your own workflow is allowed. Do not resell, redistribute, or re-upload the original files as-is.

You will get a ZIP (4KB) file