Client Onboarding Starter Kit

Make a great first impression with every new client.

This Starter Kit has the 4 essentials every freelancer needs to onboard clients smoothly. They're editable Google Docs, ready in minutes.

★ WHAT'S INCLUDED

1. Client Welcome Packet: how you work, communication, payments, next steps

2. New Client Intake Questionnaire, ready to paste into Google Forms

3. Project Kickoff Checklist: before, during and after the call

4. 10 Client Email Scripts, from inquiry reply to testimonial request

+ Buyer Guide PDF with one-click "Make a copy" links

★ HOW IT WORKS

1. Download the Buyer Guide PDF.

2. Click each link and choose "Make a copy".

3. Personalize it and send it to clients.

★ GOOD TO KNOW

• Digital download. Requires a free Google account. Also works in Word.

• For your own business use only. Please don't resell or share the files.

• Need proposals, a contract template and a client/invoice/income tracker? Upgrade to the full Freelance Client Onboarding Kit in my shop.

Template text and product images were created with the help of AI tools and then reviewed and edited by the seller.