Client Onboarding Welcome Packet Template
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.