Client Onboarding Kit

Give every new client a smooth, confident start, every time.

The Client Onboarding Kit is a ready-to-use onboarding system for service businesses and consultants: a word-for-word welcome email, a welcome packet template, a 30-question intake questionnaire, a timed 45-minute kickoff agenda with notes template, an access and documents checklist, a first-30-days timeline, an expectations and communication agreement, day 7 and day 30 check-in emails, an offboarding and referral ask, and a one-page owner checklist.

Replace the [brackets], save your versions as templates, and use them with every new client. Instant PDF download.

From Upfront Consulting with Tiff & Reco LLC, serving businesses nationwide.