Contract
scope, deliverables, exclusions
NEW · THE CLIENT ONBOARDING KITONE-TIME DOWNLOAD · PERMANENT ACCESS
FOR THE WORK BEHIND THE WORK
Start every client project with a clear path.
A complete client-onboarding kit for solo freelancers, independent consultants, and small service-business owners. Turn the first handoff into a repeatable, professional experience.
$19 USD, one time Permanent access Editable PDF workbook
THE WORKBOOK
CLIENT ONBOARDING KIT01
From signed
to started.
A practical workbook for the details that make a project feel clear from day one.
Contract and scope Payment and access Kick-off and setup Handoff and next steps
28 tasks, no blank pageSix phases from contract to handoff
BUILT FOR SOLO SERVICE BUSINESSESDESIGN · DEVELOPMENT · WRITING · CONSULTING · STRATEGY
THE PRACTICAL CORE
A better beginning,
already mapped.
The kit gives the first two weeks a shared shape: what to ask, what to send, what to decide, and what to keep.
Payment
billing contact and terms
Access
tools, permissions, source files
Kick-off
context, decisions, open questions
Project setup
portal, owners, milestones
Handoff
acceptance, files, next steps
WHAT IS INSIDE
One workbook.
Eight useful parts.
Open the free sample to see the checklist structure, one welcome-packet section, and the beginning of the intake questionnaire.
6-phase checklist
28 tasks from contract through handoff.
Intake questionnaire
Prompts that bring context and decisions into the room.
Welcome packet
A 12-section structure designed to stay under eight pages.
Welcome email sequence
Four ready-to-edit messages for the first steps.
Kick-off agenda
A focused 45-minute conversation plan.
Client portal setup
A simple guide for organizing the shared workspace.
Service-type guidance
Adaptation notes for five solo service disciplines.
Scope and expectations
A working document for roles, boundaries, and approvals.
PUBLIC SAMPLE
See the structure before you decide.
The sample is a real PDF with no account, purchase, or reader workflow.
SIMPLE TERMS
Make it yours
for every client.
A single-user commercial license with full modification rights and unlimited client-project reuse. Permanent access is the intended duration.
Unlimited client-project reuse
Full modification and customization
No SaaS creation or resale
No redistribution or white-labeling
No as-is leasing
Public URLs are shareable
LAUNCH OFFER
$19 USD · one time
Permanent access to the downloadable PDF workbook. Payment is not enabled in this checkout, so this price is informational only.