Client Onboarding Kit — SOPs, Templates & Automations

The first 14 days set the whole relationship. Get them right.

A done-for-you onboarding system that makes new clients feel like they hired a team of 10. Every email, every doc, every kickoff — drafted, branded, ready.

What's inside

• Onboarding sequence — 7 client-facing emails from "welcome" to "30-day check-in"
• Kickoff call template — agenda, questions, deliverable summary
• Welcome packet — editable Canva-ready brand template
• SOW & scope doc templates
• Project setup checklist — never forget a step
• Status report template — weekly client updates in 10 minutes
• AI prompts for personalization at scale

Who it's for

Freelancers, consultants, agencies, fractional execs. Anyone who delivers services and wants the first impression to do the upselling for them.