ClientStart Kit — intake checklist

Price: $129 USD once, no automatic renewal.
Scope: 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
Inputs: Approved service process; client responsibilities; supplied dates or relative timing; contacts; branding; agreed scope
Deliverables: Editable Word welcome pack and checklist; matching PDF; Excel milestone timeline
Not included: Onboarding emails, employee training, client contact, contract drafting, invented deadlines, account setup

Five-business-day target after verified payment and complete inputs. Two in-scope revision rounds, each within 14 days of the latest delivery. One new package per product per calendar month. Ten source files, up to 8 MB each. Share only authorized material; remove passwords and unnecessary personal data.