Client Onboarding Pack
Give every new client a polished, professional welcome and collect everything you need before the first call.
Instant digital download · Secure checkout via Gumroad
What's included
- Welcome Guide (3 pages): welcome letter, about you, your 5-step process, timeline, office hours, response time, contact preferences, payment & revision policies, next-steps checklist
- Client Intake Questionnaire (2 pages): contact details, business, audience, goals, must-haves, deadlines, budget range & existing assets checkboxes
- Project Kickoff Checklist: before / during / after kickoff, with a notes column
- Contract Checklist (2 pages): 22 topics your freelance contract should cover, with notes boxes (review aid – not legal advice)
- Cover page, How-to-use page and a Notes page
- US Letter AND A4 editions (11 pages each) + a Read Me First guide
Features
- Fillable: type straight into the boxes in free Adobe Acrobat Reader, then save or email
- Example wording included – keep it, edit it or replace it with your own
- Clean, neutral design that suits any service business (designers, VAs, coaches, photographers, writers, consultants...)
- Printable: works just as well printed and filled in by hand
How to access
After purchase, download the files from the link in your Gumroad receipt email (or your Gumroad library). Open the PDF in Adobe Acrobat Reader (free) for the best experience; Apple Preview, Edge and Chrome also let you type in the fields.
The contract checklist is an educational review aid. It is not a contract and not legal advice – please have your contract reviewed by a qualified lawyer.
Please note
- This is a digital download. No physical item will be shipped.
- Colours may vary slightly between screens and printers.
- For personal use in your own business. Please don't resell or share the files.
- Questions? Email [email protected] or reply to your purchase receipt email – happy to help.
Get the Client Onboarding Pack – $14.99
FAQ
What's included in the Client Onboarding Pack?
Welcome Guide (3 pages): welcome letter, about you, your 5-step process, timeline, office hours, response time, contact preferences, payment & revision policies, next-steps checklist; Client Intake Questionnaire (2 pages): contact details, business, audience, goals, must-haves, deadlines, budget range & existing assets checkboxes; Project Kickoff Checklist: before / during / after kickoff, with a notes column; Contract Checklist (2 pages): 22 topics your freelance contract should cover, with notes boxes (review aid – not legal advice); Cover page, How-to-use page and a Notes page; US Letter AND A4 editions (11 pages each) + a Read Me First guide.
What software do I need?
Fillable: type straight into the boxes in free Adobe Acrobat Reader, then save or email.
How do I get the files after buying?
After purchase, download the files from the link in your Gumroad receipt email (or your Gumroad library). Open the PDF in Adobe Acrobat Reader (free) for the best experience; Apple Preview, Edge and Chrome also let you type in the fields.
Is this a physical product?
This is a digital download. No physical item will be shipped.
How much does it cost?
$14.99 (USD), one-time payment via secure Gumroad checkout.