Digital download

Client Onboarding Pack

Client intake, kickoff, asset collection, onboarding timeline, welcome emails, and handoff checklists for small service teams.

$59

Buy with Lemon Squeezy Read license

Instant downloadEditable filesBuilt for small teamsSecure checkout

What's included

Intake questionnaire
Kickoff agenda
Client onboarding checklist
Welcome email templates
Asset request checklist
30/60/90 onboarding timeline
Project handoff checklist
Quick start PDF

Use this when

Your team keeps solving the same operational problem from scratch.
You want editable docs and spreadsheets, not a login or tool migration.
You need a practical starting point that can be customized in-house.

What happens after checkout

Lemon Squeezy processes payment, tax, and receipt delivery.
You receive a ZIP download link for the product you purchased.
Open the Quick Start guide first, then customize one live workflow.

Formats

PDF guides, editable DOCX templates, editable XLSX spreadsheets where relevant, and a final ZIP bundle for Lemon Squeezy delivery.

Solo license: one business, up to 2 internal users. Team bundle license: one business, up to 10 internal users. No resale, redistribution, PLR, MRR, or white-labeling.

Related guides

Get Client Onboarding Pack

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Want the full system?

The Agency Operations Bundle includes all three core packs plus the Weekly Ops Cadence Pack.