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The Client Ready Kit. A Complete Onboarding System for Solo Service Providers

 



Inside the Kit:

→  2 Welcome Email Templates (warm + formal, fill-in-the-blank)

→  Client Intake Questionnaire (16 strategic questions)

→  "How I Work" Guide (your hours, policies, expectations — in writing)

→  3 Scope + Boundary Scripts (copy-paste language for the hard conversations)

→  Project Kickoff Checklist (13 internal steps before any project starts)

→  Payment + Terms Reminder (professional, not awkward)

→  AI Customization Prompts (for every template)

→ The Onboarding Timeline (what to send, when to send it, from booking to kickoff)

 



Instant PDF download. Google Doc swipe file included. No software required.

Built from 20 years of real client work, not theory, not templates from a Google search.

You customize it once. Every future client gets the same professional start.



One more thing before you complete your order. Once your client is onboarded, they'll be watching for updates. The Weekly Client Update Template handles that part of the experience for you.