Step 1 of 6
My Details
Fill this in once. Your info auto-populates into every document in the kit.
About You
Rates and Terms
Step 2 of 6
Welcome Email
Send this within 24 hours of a new client saying yes. It sets the tone and shows you have a real process.
Client Details
Your Email - Ready to Send
Subject Line
Welcome aboard - here is what is next
Email Body
Fill in the client details above to generate your email.
Step 3 of 6
Client Intake Form
Send this before your kickoff call. The answers tell you how to work with them - and protect you if anything goes sideways.
Copy and Send to Your Client
Paste into an email or drop into a Google Form. Every question has a purpose.
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Step 4 of 6
Scope of Work
Select your deliverables and fill in the project details. Share this with every client before work begins.
Project Details
Select Your Deliverables
Out of Scope
Your Scope of Work Document
Fill in the details above to generate your document.
Step 5 of 6
Contract + Payment Terms
A plain-language agreement that covers you on payment, ownership, and scope. Not legal advice - a professional standard you can use right now.
Contract Details
Your Service Agreement
Fill in the details above to generate your contract.
Step 6 of 6
Onboarding Checklist
Run through this with every new client. Check each step off as you go. Add notes where needed.
Client
Your Onboarding Steps
Your Onboarding System is Ready
Every document is built and saved. The next time you land a client, run through this kit in under 10 minutes and show up looking like you have done this before.