An intake questionnaire, onboarding checklist, and welcome sequence — so every project kicks off organized and you look like a pro from day one.
NEW CLIENT
Onboarding — Drift Co
SOUND FAMILIAR?
A week in, you're still waiting on logins, brand files, and answers — and the timeline's already slipping.
The client assumed daily updates; you assumed weekly. Nobody said it out loud, so now someone's frustrated.
Great work, messy process. Clients judge the experience as much as the output — and a sloppy start costs you referrals.
WHAT'S INSIDE
A PDF guide plus editable files. Onboard your next client properly.
25 questions that pull every detail out of the client's head and onto paper — goals, assets, access, preferences.
Every step from "signed" to "started" in one sheet — so nothing falls through the cracks, ever.
A welcome email and kickoff agenda that set expectations and make you look like a ten-person agency.
A single place to request and track every login, file, and brand asset you need before work begins.
A 30-minute structure that aligns timeline, communication, and deliverables — no rambling, no surprises.
How to state response times, revision rounds, and boundaries up front — so they're agreed, not assumed.
HOW IT WORKS
One secure payment. Card, mobile money, or crypto.
The kit lands in your inbox seconds after payment.
Send the questionnaire, run the checklist, book the kickoff. Every project starts the same clean way.
GET THE KIT
One payment. Lifetime access. Every future update included.
Client onboarding kit · PDF + DOCX + Sheet · lifetime updates
All sales final. Instant access to digital files — see terms.
FAQ
The opposite — it makes you look organized and saves them time. Most clients are relieved to hand everything over in one go instead of drip-feeding you for weeks.
Yes — the questions and checklist are field-agnostic, with notes on where to add your own specifics. It works whether you design, code, write, or consult.
Anything that opens DOCX and spreadsheets — Word, Google Docs, Excel, or Google Sheets. No special software, nothing to install.
Instantly. After checkout, you get access on screen and by email. The files are yours forever, including all future updates.
All sales are final. Because the files are digital and delivered instantly, we can't offer refunds once you have access. If anything's wrong with your download, reply to your receipt and we'll fix it — see our terms for details.
Join 1,500+ freelancers who stopped winging kickoffs and started running them.
Get the kit for $17 →