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Workflow Kit

Client Onboarding Kit

High-resolution mockup viewer — interactive demo available below.

Notion workspace
PDF
DOCX

About this asset

Everything needed to onboard a new client without a scramble: intake forms, kickoff agendas, welcome email sequence, access checklist and a shared status portal template your client can actually read.

What's included

  • Notion client portal template
  • 9 onboarding email templates (copy-paste ready)
  • Intake form + access checklist
  • Kickoff meeting agenda and scripts
  • Setup documentation (PDF)

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