Instant digital download · Secure checkout · No physical shipment
Give every new client a confident, professional start with the Client Onboarding Pro Kit — seven editable Microsoft Word templates designed for freelancers, consultants and small agencies.
What's included
- Client Welcome Guide
- Client Intake Questionnaire
- Project Brief Template
- Client Onboarding Checklist
- Project Timeline & Milestones
- Client Communication Email Templates
- Project Handover Checklist
Includes a concise PDF quick-start guide. Customize the placeholders, adapt the workflows to your services, and save as PDF when ready to share.
Format: 7 editable .docx templates + PDF quick-start guide in a ZIP file. Microsoft Word or compatible software recommended. Digital download only; no physical shipment. Templates are general business resources, not legal advice or a substitute for a tailored client contract.
