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ProJEC · BusinessClient Onboarding Kit
Small business
Client Onboarding Kit
$19 USD
Templates and checklists for onboarding new clients in a small service business, with a client tracker.
Buy now · $19Secure checkout on Stripe. We never see your card number.
- Instant download right after payment. Files come directly, not as a zip.
- Edit them and use your own branding, within the license terms
- Receipt emailed by Stripe
- Covered by our refund policy
What is inside
- Proposal outline, scope checklist and contract and payment checklist
- Welcome email, intake questionnaire, access checklist and kickoff agenda
- First 30 days plan, communication plan and 30-day review agenda
- Feedback request, offboarding checklist and ways to handle common problems
- A tracker to see where every client stands
Files you receive
- Client-Onboarding-Kit.docx
Word document: proposal, scope, welcome email, intake form, kickoff, first 30 days and offboarding - Client-Onboarding-and-Business-Tracker.xlsx
Excel tracker: clients, onboarding steps and follow-ups
Who it is for
Freelancers, consultants and small agencies who want every new client to get the same calm, professional start.
Templates and prompts are practical starting points, not legal, HR or professional advice. Check them against your own policies, contracts and local law before you rely on them.