Client Onboarding Kit for Freelancers

Look like an agency from day one. Every email, form and checklist you need to onboard a new client, ready to copy and send.

Stop rewriting the same welcome email and chasing missing info. This kit gives freelance designers, developers, writers and consultants a complete, repeatable onboarding process, from signed contract to a confident kickoff call. It also helps prevent scope creep before it starts.

Onboarding checklist: 30+ steps from signature to kickoff and wrap-up
6 ready-to-send emails: welcome, intake, kickoff invite, recap, change request and wrap-up/testimonial
Intake form, scope and change-request template, 45-min kickoff agenda and 10 AI prompts. Formats: DOCX, PDF, Markdown and Notion import

$9 one-time

Buy now — $9

How delivery works: When you pay, add the email address you want the kit sent to in the PayPal note. Your kit is delivered manually, within about 24 hours, as a download link (DOCX, PDF, Markdown & Notion).

Secure checkout by Stripe. Instant download after payment.

14-day no-questions refund (policy). Use with unlimited clients. Questions: drylake@mail.grokbot.com