Client Onboarding Template Kit — Forms, Agendas, Checklists + Email Sequence (Word)

Welcome every client like a firm twice your size — a complete, repeatable onboarding system.

• Welcome Packet (Word) — branded letter, 30-day what-to-expect timeline, team contacts, FAQs
• Client Intake Form (Word) — business info, goals, access checklist with security guidance, brand assets, stakeholders, approval chain
• Kickoff Meeting Agenda (Word) — timed 60-minute agenda with pre-reads, decision list, and RACI table
• Onboarding Workflow Checklist (Word) — 32 tasks across pre-kickoff, week 1, weeks 2–4, and the day-30 review
• 5-Email Onboarding Sequence (Word) — welcome, intake reminder, kickoff confirmation, week-1 check-in, 30-day review — fully written

[BRACKETED FIELDS] for fast customization. Single-organization license. Free updates for 12 months. 14-day money-back guarantee.