Client Intake & Onboarding Kit
$18.00
Sale price
$18.00
Regular price
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Client Intake & Onboarding Kit
$18.00
Sale price
$18.00
Regular price
A complete first-touch system for onboarding a new client: a welcome letter to send immediately after signing, an intake questionnaire to gather what you actually need, an internal project brief to keep you organized, and a client-facing timeline that sets expectations up front.
What's included:
- Welcome Letter template
- Client Intake Questionnaire (10 questions)
- Project Brief worksheet
- "What to Expect" client-facing timeline
Delivered as an instant digital download.