Agents · Clients
Client Onboarding Kit
They said yes. Look professional from day one.
The problem
A new client signs and the first week is a scramble: chasing logins, rewriting the same welcome email, running a kickoff call without an agenda.
What you get
- A welcome email with clear next steps
- An intake questionnaire, ready for Google Forms or Tally
- A timed 30-minute kickoff agenda
- A "What I need from you" checklist with due dates
- Your first-week plan
Example
You paste
"Client: Marco Lee, Lee Physio. 5-page redesign + booking button, $2,900. Start 4 Nov, launch by 15 Dec."
Agent returns
Welcome email · Questionnaire (10 questions) · Kickoff agenda (30 min) · Asset checklist · First-week plan, 4–8 Nov.