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Client Onboarding Kit - Welcome Packet, Questionnaire and Project Brief Templates for Freelancers (PDF)
A client onboarding kit that makes you look like a studio from the very first email
What you get: 1 file · 9.85 KB · PDF
See purchase optionsProduct description
A client onboarding kit that makes you look like a studio from the very first email. 9 pages of fill-in templates that make every new client feel taken care of — and protect your time while doing it. Vague briefs, endless revisions and "quick calls" all die here.
WHAT'S INSIDE (9 pages):
- Welcome Packet template — the exact email to send after the deposit - Client Questionnaire — 15 questions that kill vague briefs - Project Brief template — scope in / scope out, timeline, price, signatures - Onboarding Checklist — 12 steps, tick in order for every client - Kickoff Meeting Agenda — 30 minutes, decisions only
- Communication & Boundaries page — response times, revisions, rush fees - Feedback & Offboarding page — close-out checklist + 3 testimonial questions
WHO IT'S FOR:
- Freelancers and consultants selling services
- Designers, marketers and coaches tired of scope creep
- Service businesses onboarding 2+ clients per month
- Anyone who wants a consistent, professional client experience without hiring an assistant
FORMAT & DELIVERY:
- Instant download: print-ready / fill-in PDF (A4 / US Letter) - How to use: download → replace the [brackets] with your details → send to every new client. Consistent onboarding every time - Personal use. Covered by a 30-day money-back guarantee — message me if anything doesn't work and I'll help.
What you get
1 file · 9.85 KB
- 13_client_onboarding_kit.pdfPDF · 9.85 KB
Startup Templates
Client Onboarding Kit - Welcome Packet, Questionnaire and Project Brief Templates for Freelancers (PDF)
A client onboarding kit that makes you look like a studio from the very first email
Getly opened the uploaded files and found nothing that would stop them opening. It is not a virus scan or a quality rating.
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Frequently asked questions
Do I get access instantly?
Yes. This is a digital product - you can download it right after checkout, straight from your library.
Can I use it for commercial projects?
Personal use only. Use it for yourself - not in work you sell or hand to a client - and do not resell or redistribute the file.
What's your refund policy?
You can request a refund within 30 days. If something isn't right, request it from your order and the Getly team reviews it.
What file formats and sizes will I get?
You'll download 1 file - PDF - 9.85 KB in total.
Do I get free updates?
Yes - when the seller ships a new version, you can re-download the latest files from your library at no extra cost. Check the changelog for recent updates.
Price
$17.00
