Client Onboarding Kit: Welcome Guide, Questionnaire, Policies, Email Scripts & Agreement Outline (Editable Word + PDF)

Give every new client a polished, professional welcome. This onboarding kit for freelancers, designers, photographers, coaches, VAs and small agencies includes a welcome letter, a five-step how-we-work page, a three-tier packages and pricing page, a two-page client questionnaire, policies and communication guidelines, a project timeline, a 22-step onboarding checklist, a content and asset request list, a kickoff call agenda, a one-page project brief, a feedback and revision form, a wrap-up and testimonial form, four ready-to-send email scripts and a service agreement outline. Edit every word in Word or Google Docs, or print the PDF pages to fill in by hand.

• 18-page designed PDF in US Letter and A4
• Editable Word document (.docx) with all text templates
• 2-page client questionnaire and project brief
• 4 email scripts: welcome, kickoff recap, weekly update, wrap-up
• Onboarding checklist, timeline, kickoff agenda and revision form
• Service agreement outline (not legal advice)

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Digital downloads are non-refundable once delivered, but if a file is damaged or not as described we'll make it right. See the refund policy.