ClientStart Kit
Client onboarding / ClientStart Kit

Give new clients a clear first step.

A signed project still needs clear instructions about what the client supplies, who responds and what happens next. Your package includes Editable Word welcome pack and checklist, with the checks and working files described below.

Start my brief →See an example

$129 one-time package · Clear scope before payment

CLIENTSTART KITPACKAGE AT A GLANCE

One branded client welcome pack up to eight pages, a 20-item information checklist and a project timeline of up to 15 milestones for one service

01Editable Word welcome pack and checklist
02matching PDF
03Excel milestone timeline

Your source material → a defined, reviewable delivery

Defined deliverablesClient onboarding
Five-business-day targetAfter payment and complete inputs
Two included revision roundsEach within fourteen days of the latest delivery
Why ClientStart Kit

A specific job.
A useful result.

A signed project still needs clear instructions about what the client supplies, who responds and what happens next.

Built for consultants and service studios onboarding a new client. Give new clients a clear first step.

Understand the process →
When to use it

Made for the work on your list.

01 / use case

Welcome a newly signed client

02 / use case

Collect information before project kickoff

03 / use case

Explain milestones and responsibilities

What changes

See the shape of the work.

Illustrative scenario, not a customer result or testimonial.

Explore the sample →
Starting point

Fictional example — not a customer result: A fictional design studio supplies its process for a six-week brand project.

Example delivery

Illustrative output: The pack explains kickoff, content handoff and review stages, with one checklist and a timeline that marks dates needing client agreement.

Simple to start

Supply the context.
Review the work.

Supply approved service process; client responsibilities; supplied dates or relative timing; contacts; branding; agreed scope.

The agreed sources are organized into the listed deliverables; missing facts are flagged for clarification.

Receive checked files, review the open questions and request any included in-scope revisions.

Full process & input checklist →
ClientStart Kit package
$129 one-time package

One branded client welcome pack up to eight pages, a 20-item information checklist and a project timeline of up to 15 milestones for one service

  • Editable Word welcome pack and checklist
  • matching PDF
  • Excel milestone timeline
  • Two revision rounds, each within fourteen days of the latest delivery

One payment. No automatic renewal.

Prepare my brief →

USD. One new package per product per calendar month. Saving a brief does not charge you.