{"product_id":"client-onboarding-template-kit-forms-agendas-checklists-email-sequence-word","title":"Client Onboarding Template Kit — Forms, Agendas, Checklists + Email Sequence (Word)","description":"\u003cp\u003e\u003cstrong\u003eWelcome every client like a firm twice your size — a complete, repeatable onboarding system.\u003c\/strong\u003e\u003c\/p\u003e\u003cul\u003e\n\u003cli\u003e\n\u003cstrong\u003eWelcome Packet\u003c\/strong\u003e (Word) — branded letter, 30-day what-to-expect timeline, team contacts, FAQs\u003c\/li\u003e\n\u003cli\u003e\n\u003cstrong\u003eClient Intake Form\u003c\/strong\u003e (Word) — business info, goals, access checklist with security guidance, brand assets, stakeholders, approval chain\u003c\/li\u003e\n\u003cli\u003e\n\u003cstrong\u003eKickoff Meeting Agenda\u003c\/strong\u003e (Word) — timed 60-minute agenda with pre-reads, decision list, and RACI table\u003c\/li\u003e\n\u003cli\u003e\n\u003cstrong\u003eOnboarding Workflow Checklist\u003c\/strong\u003e (Word) — 32 tasks across pre-kickoff, week 1, weeks 2–4, and the day-30 review\u003c\/li\u003e\n\u003cli\u003e\n\u003cstrong\u003e5-Email Onboarding Sequence\u003c\/strong\u003e (Word) — welcome, intake reminder, kickoff confirmation, week-1 check-in, 30-day review — fully written\u003c\/li\u003e\n\u003c\/ul\u003e\u003cp\u003e[BRACKETED FIELDS] for fast customization. Single-organization license. Free updates for 12 months. 14-day money-back guarantee.\u003c\/p\u003e","brand":"Northvale Digital Ventures","offers":[{"title":"Default Title","offer_id":48563254296676,"sku":null,"price":49.0,"currency_code":"USD","in_stock":true}],"thumbnail_url":"\/\/cdn.shopify.com\/s\/files\/1\/0789\/2120\/3812\/files\/0001-6397869468313180861.png?v=1781292481","url":"https:\/\/shop.northvaledigitalventures.com\/products\/client-onboarding-template-kit-forms-agendas-checklists-email-sequence-word","provider":"Northvale Digital Ventures","version":"1.0","type":"link"}