Contents

Chapter 1

What's Inside

This chapter covers the core features and capabilities of Client Onboarding Kit.

What's Inside

Databases (CSV → Notion / Google Sheets Import)

FilePurposeSample Rows
databases/onboarding-checklist.csvMaster checklist of every step from signed contract to active project — 28 tasks across 6 phases28 tasks
databases/client-info-tracker.csvClient CRM with contact details, project type, onboarding status, contract value, and key dates12 clients

Pages (Markdown → Notion Pages)

FilePurpose
pages/welcome-packet.mdProfessional welcome packet template with brand positioning, process overview, and what-to-expect guide
pages/onboarding-hub.mdCentral dashboard for managing all active onboardings with embedded views and quick actions
pages/kickoff-meeting-agenda.mdStructured 45-minute kick-off meeting agenda with talking points, decisions to make, and follow-up items

Templates (Ready-to-Use Documents)

FilePurpose
templates/intake-questionnaire.mdComprehensive project intake form covering goals, audience, brand, timeline, and technical requirements
templates/project-brief.mdOne-page project brief template that distills intake answers into an actionable scope summary
templates/welcome-email-sequence.md4-email welcome sequence: contract signed → kick-off scheduled → pre-meeting prep → day-one launch

Documentation

FilePurpose
docs/IMPORT-GUIDE.mdStep-by-step Notion and Google Sheets import instructions with screenshots descriptions
docs/CUSTOMIZATION.mdHow to adapt every template for your niche, brand, and service type

Features

  • Professional Welcome Packet — Make a strong first impression with a polished, branded welcome document that sets expectations and builds confidence
  • Structured Intake Questionnaire — Stop asking the same questions on every call. A thorough intake form that extracts everything you need before kick-off
  • 6-Phase Onboarding Checklist — 28-task checklist covering contract → payment → access → kick-off → project setup → handoff, so nothing falls through the cracks
  • Welcome Email Sequence — 4 pre-written emails that nurture new clients from contract signing through project launch
  • Kick-Off Meeting Agenda — Run efficient 45-minute kick-off meetings that cover scope, timeline, communication, and decisions
  • Client Info Tracker — Central database to track all client details, project status, and onboarding progress
  • Niche-Adaptable — Templates designed for designers, developers, copywriters, consultants, and strategists with customization guidance for each
Chapter 2

Quick Start

Follow this guide to get Client Onboarding Kit up and running in your environment.

Quick Start

1. Import databases — CSV files in databases/ into Notion or Google Sheets (see docs/IMPORT-GUIDE.md)

2. Set up the Onboarding Hub — Copy pages/onboarding-hub.md into a new Notion page and embed your database views

3. Customize templates — Update templates/welcome-email-sequence.md and templates/intake-questionnaire.md with your brand, services, and voice

4. Create the Welcome Packet — Adapt pages/welcome-packet.md with your process, timeline expectations, and communication preferences

5. Run your first onboarding — Use the checklist to walk through every step. Refine after your first 2-3 clients.

See docs/IMPORT-GUIDE.md for detailed step-by-step instructions.

The Onboarding Flow

This system follows a proven 6-phase onboarding workflow:

Contract Signed
    ↓
Phase 1: ADMIN — Send welcome email, collect payment, countersign contract
    ↓
Phase 2: DISCOVERY — Send intake questionnaire, review responses, research client
    ↓
Phase 3: ACCESS — Collect logins, set up shared folders, invite to project tools
    ↓
Phase 4: KICK-OFF — Schedule meeting, send agenda, run kick-off, distribute notes
    ↓
Phase 5: PROJECT SETUP — Create project workspace, build timeline, set milestones
    ↓
Phase 6: LAUNCH — Send day-one email, begin first deliverable, schedule check-in
Chapter 3
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Chapter 4
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