Digital download
Client Onboarding Pack
Client intake, kickoff, asset collection, onboarding timeline, welcome emails, and handoff checklists for small service teams.
$59
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.
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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The Agency Operations Bundle includes all three core packs plus the Weekly Ops Cadence Pack.