Client Onboarding System+Templates + Checklists

📦 Client Onboarding System

Templates + Checklists

A complete, plug-and-play onboarding workflow designed to help you start client projects clearly, professionally, and without missed steps.

This system removes confusion at the beginning of client work by giving you a repeatable structure — from first welcome email to final handoff.

Editable Canva Template Included

This product includes an editable Canva version.

The Canva template link is provided after purchase.

✅ What’s Included

✔ Client Welcome Email Templates

✔ Client Intake Form (copy/paste ready)

✔ Contract & Payment Checklist

✔ Kickoff Call Agenda + Notes

✔ 7-Day Onboarding Timeline

✔ Client Folder Setup Checklist

✔ Deliverables & Approvals Tracker

✔ Client Offboarding Checklist

✔ Client Handoff Email Template

✔ Reuse & Update Log

🎯 Who This Is For

• Freelancers & consultants
• Service-based business owners
• Designers, developers, marketers
• Virtual assistants & agencies
• Anyone who wants smoother client starts

🧠 What This System Helps You Do

• Start projects with clarity and confidence
• Avoid missed steps and miscommunication
• Set expectations early
• Look more professional to clients
• Save time on every new onboarding

📄 Format & Access

• Editable Canva document
• Printable PDF included
• Instant digital download
• Reusable for unlimited clients