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Editable document · Digital download

Client Onboarding Pack

A client onboarding pack in Word and PDF: welcome letter, intake questionnaire, scope summary, communication plan, access request, kick-off agenda, internal checklist and approval form — US Letter and A4.

DOCXPDF4 files1.2 MB
Price $29.00USD

Included in Studio membership downloads.

  • Instant digital download — nothing is shipped.
  • Secure checkout by Stripe.
  • Version 1.0.3 · updated Nov 9, 2026.

Description

What's inside. Eight templates that give every new client the same organised start. A welcome letter explains next steps and contacts; the intake questionnaire captures goals, success measures, deadlines and approvers; the scope summary lists deliverables with dates and what is in and out of scope; the communication plan sets channels, response times and meetings; the access request tracks logins and files; the kick-off agenda comes with standard topics and an action list; an internal checklist covers before, during and after kick-off; and a feedback and approval form records sign-off on each deliverable. Word and PDF versions have the same pages.

Pages and sheets. How to use this pack; Welcome letter; Client intake questionnaire; Project scope summary; Communication plan; Access and assets request; Kick-off meeting agenda; Onboarding checklist (internal); Feedback and approval form.

Files and formats (DOCX, PDF). Client-Onboarding-Pack-Letter.docx (DOCX, US Letter, 10 pages, 554 KB); Client-Onboarding-Pack-A4.docx (DOCX, A4, 10 pages, 554 KB); Client-Onboarding-Pack-Letter.pdf (PDF, US Letter, 10 pages, 74 KB); Client-Onboarding-Pack-A4.pdf (PDF, A4, 10 pages, 75 KB). Word page counts are as laid out in LibreOffice; Word or Google Docs may differ by a page. Every download also includes a ZIP of all files and a licence summary.

Editing. The Word (.docx) files use real headings, tables and fill-in fields (content controls and checkboxes), and the Inter font is embedded in each file. Apps that don't support embedded fonts substitute a similar font.

Licence. Standard Licence — use it for yourself, your household or your own business and print unlimited copies for that use; completed documents can go to your own clients. No reselling, sharing or redistributing the files.

Who it's for: Founders, freelancers and small teams.

Included files

  • Client-Onboarding-Pack-Letter.docxClient Onboarding Pack — editable Word document, US LetterDOCX
  • Client-Onboarding-Pack-A4.docxClient Onboarding Pack — editable Word document, A4DOCX
  • Client-Onboarding-Pack-Letter.pdfClient Onboarding Pack — printable PDF, US LetterPDF
  • Client-Onboarding-Pack-A4.pdfClient Onboarding Pack — printable PDF, A4PDF
  • Plus a single ZIP with every file and the licence (1.2 MB).

How to use

Edit the Word templates with your details and save a copy for each client; print the PDF versions to fill in by hand at meetings.

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Frequently asked questions

Is this a physical product?

No. This is a digital download. Nothing is shipped — you download the files from your account after purchase.

How do I get my files?

After payment, go to My Downloads in your account. Your purchase stays available there to re-download.

What can I do with it?

Use for yourself, your household or your own business. Print unlimited copies for that use. No reselling or sharing the files.

Can I use these templates for client work?

Yes. The Standard Licence allows use in your own business, including documents you send to your clients. Reselling the templates themselves is not allowed.

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