Client Onboarding Kit
Give every new client the same smooth start: welcome, paperwork, folders, and kickoff.
Who it's for: Agencies, consultants, and service firms that onboard new clients by hand and want it consistent.
What starts it
A client signs or you mark a deal as won.
What you get
- A welcome email and document request
- A client folder created from your template
- A kickoff reminder
What it's designed to do
In development. Tools, setup, and pricing are confirmed before it goes on sale.
Sends the welcome and document requests, sets up the client's folder, and prompts you to schedule the kickoff.
What you review and decide
- Contract terms and pricing
- The kickoff conversation and any exceptions
What you'll need
Planned tools
- Gmail or Outlook
- Google Drive
- Calendly
Planned design; supported tools are confirmed before launch.
- Accounts you need
- Confirmed before launch
- Technical skill
- Confirmed before launch
Third-party costs
Not included in the price. You pay these providers directly, under your own accounts.
Providers and plans: confirmed before launch.
What the purchase includes
Confirmed before launch.
- Hosting or running the automation for you
- Legal review of your contracts
- The purchase includes the package files and their stated support. It does not include hosted execution, ongoing operation, unlimited customization, or third-party subscriptions, which you pay your providers for directly.
- Changes beyond the documented setup, and integrations with other tools, are custom work.
Support, updates, license, and refunds
Support, update, license, and refund terms are published here before anything goes on sale.