Included with Client Onboarding Kit

The complete Client Onboarding Kit package includes:

• Master checklist of every step from signed contract to active project — 28 tasks across…
• Client CRM with contact details, project type, onboarding status, contract value, and…
• Professional welcome packet template with brand positioning, process overview, and…
• Central dashboard for managing all active onboardings with embedded views and quick…
• Structured 45-minute kick-off meeting agenda with talking points, decisions to make…
• Comprehensive project intake form covering goals, audience, brand, timeline, and…