Client Onboarding Kit – Done-for-You Templates for Freelancers & Service Pros
First impressions matter—especially when you’re running a freelance business.
The Client Onboarding Kit gives you everything you need to look professional, set clear expectations, and create a smooth experience from day one.
Whether you’re a designer, writer, VA, or coach, these ready-to-use templates and dashboards help you onboard clients with confidence—without spending hours building documents from scratch.
📦 What’s Inside?
✅ A Quick-start Guide
- Company intro & process overview
✅ Notion Client Dashboard
- Project timeline & task tracker
✅ Professional Proposal Template
- Fully customizable proposal to win projects with ease
✅ Client Intake Questionnaire
- 20 essential questions to gather project details upfront
✅ Invoice & Payment Tracker
- Notion template to track payments and due dates
💡 Why You’ll Love It
- Save hours of admin work
- Deliver a polished, branded experience
- Reduce back-and-forth emails
- Get paid faster with clear processes
🧠 Who This Is For
- Freelancers & service providers
- Virtual assistants
- Coaches & consultants
- Small agencies and solopreneurs
💰 Pricing
- $49 – Full Kit Templates + Notion Dashboard
📝 FAQ
Q: Can I customize everything?
Yes—all templates are fully editable in Google Docs, Canva, Notion, and Sheets.
Q: Do I need special software?
No—everything works with free accounts.
Q: Will this work for any industry?
Yes—it’s designed to be flexible for any freelance or service business.
Q: How soon can I access the files?
Immediately after purchase.
Deliver a seamless, professional onboarding experience—and stand out from the crowd.
Client Onboarding Kit – Everything You Need to Wow Your Clients First impressions matter—especially when you run a freelance business. This all-in-one toolkit gives you editable templates, a Notion dashboard, and ready-made documents to onboard clients professionally from day one. Inside, you’ll get: ✅ A polished Welcome Packet (PDF + Canva) ✅ A Notion project dashboard ✅ A customizable proposal template ✅ A detailed intake questionnaire ✅ An invoice & payment tracker Perfect for freelancers, VAs, coaches, and small agencies who want to save hours of admin work, set clear expectations, and look professional—without the stress. Fully editable, beginner-friendly, and delivered instantly.