You just signed a client.
What are you sending them?
A complete onboarding system for coaches, VAs, designers, consultants, and anyone running a one-person service business.
Done-for-you welcome emails, intake questionnaires, boundary scripts, and checklists.
Customize in 45 minutes. Use for every client after that.
Instant download · Google Doc swipe files · Works with any platform
Get the Kit | $27 CAD →
You're good at what you do. Clients get results. Referrals come in.
But every time you book someone new, you start from scratch. A quick "excited to work with you!" email. Maybe a Google Doc you pulled together on the fly. No documented process. No system for setting expectations. No boundary language.
By week two, you're doing work you didn't agree to and wondering how something that started so well got messy so fast.
Your process is costing you credibility you've already earned.
Everything you need to onboard your next client like a $10K provider.
01:
Welcome Email Templates
Two versions, warm and formal, so you can match your client's vibe and send within hours of booking.
02:
Client Intake Questionnaire
16 strategic questions organized by category so everything you need arrives before you start, not three weeks in when you're already mid-project & chasing access credentials.
03:
"How I Work" Guide
A one-page document your client receives on day one with your hours, communication style, revision policy, and expectations. Prevents 80% of scope friction before it starts.
04: [ most used ]
Scope + Boundary Scripts
Pre-written copy-and-paste scripts for the three hardest conversations: scope creep, client ghosting, and excessive revision requests.
05:
Project Kickoff Checklist
13 checkpoints between booking and billable work. Payment confirmed. Contract signed. Access collected. Nothing starts until everything's in place
06:
Payment + Terms Reminder
Professional language for payment schedules, late fees, and refund policy. Handles the money conversation in writing so you never have to stumble through it verbally.
07:
The Onboarding Timeline
A single reference page showing exactly what to send and when. From the moment they say yes through project kickoff. Pull it up every time a new client books.
08: [ most used ]
AI Customization Prompts
Included with every template. Paste any document into ChatGPT, Claude, or Gemini and tailor the language to your specific industry in minutes.
Built on 20 years of corporate experience in brand strategy, client experience, + digital marketing.
Every template in this kit was built from real client work. Not theory.
BRAND STRATEGY · CLIENT EXPERIENCE · DIGITAL MARKETING · COMMERCIAL DESIGN · ECOMMERCE
For the one-person business that has clients, makes money,
& still wings the onboarding every time.
You run your business alone. You're a coach, consultant, designer, VA, photographer, copywriter, bookkeeper, or strategist who's been at this for a year or more. You have clients and you make money. But your onboarding process looks different every single time, and you can feel the gap between how you deliver and how you start.
You don't need a CRM. You don't need a course on operations. You need done-for-you documents you can customize once and reuse forever.
You could build this yourself.
You probably won't.
You could Google "client welcome email template" and piece together something from five different sources. You could ask ChatGPT to write an intake questionnaire. You could spend an afternoon building something that almost covers everything.
Or you could buy the system someone spent 20 years in client services building for you and have your first professional onboarding sent before the day is over.
Every template includes AI prompts so you can tailor the language to your specific industry in minutes. The strategy is built in. The structure is done. You add your voice and your clients.
$27. One afternoon of your time is worth more than that.
Get the Kit — $27 CAD
After this kit,
every new client starts the same way.
A professional welcome in their inbox within hours of booking.
A questionnaire that handles everything before work begins.
Expectations set. Scope protected. Money conversation handled.
You stop scrambling. Your clients stop questioning.
And the gap between your talent and your process finally closes.
Your next client deserves a better first impression.
So do you.
The Client Ready Kit | $27 CAD
Done-for-you templates, scripts, and tools for solo service providers.
Customize in 45 minutes. Reuse for every client after that.
✦ Instant PDF download · ✦ Google Doc swipe files included · ✦ Works with any platform · ✦ No subscription
