Client Onboarding Package Builder

Builds all the documents a freelancer or service business needs to professionally onboard a new client: a warm welcome email, a project intake questionnaire, a scope and deliverables summary, communication expectations, and a simple project roadmap. Makes you look organized and saves hours of back-and-forth.

Onboarding a new design client; starting a consulting engagement; setting up a coaching relationship; creating standardized intake for a creative agency.