The Client Onboarding Template
Send this before the kickoff call and never chase a client for missing info again.
The first two weeks of a client engagement either build trust or quietly destroy it. This pack gives you a complete, ready-to-send onboarding system: a kickoff agenda, an access checklist, and the intake questions that stop scope creep before it starts. Fill in the placeholders, send it, and show up to the first call as the most organised consultant they have ever worked with.
- Welcome Email
- Kickoff Call Agenda
- Access Checklist
- Onboarding Questionnaire
- Post-Kickoff Action Summary
- Scope Creep Reference Card
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You do not have to do this yourself.
This resource hands you the volume. The strategy, the judgement, and the bit where it all connects is the work I do for clients: lead generation, ads, SEO, workflow automation, HubSpot, and the systems that make them compound. Done for you, consulting, coaching, or training.
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