Client Onboarding Kit
Client Onboarding Kit
Generate a client-ready onboarding packet with welcome copy, project brief, milestone checklist, tracker, and kickoff note.
Use cases
Agency client kickoff
Give every new client the same polished first impression with a complete, on-brand onboarding packet.
Consulting engagement setup
Spin up the brief, milestones, and tracker for a new engagement so work starts on day one, not week one.
Repeatable onboarding template
Create a reusable onboarding kit you adapt per client instead of rebuilding the documents each time.