Client-Onboarding Kit

How a project starts largely determines how it goes. Sloppy onboarding — unclear scope, missing info, mismatched expectations — is where most client problems are born. A clean, repeatable onboarding process sets expectations, gathers what you need, and signals professionalism from day one. This builds that flow so every new client starts the same, smooth way.

What This Skill Produces

• A welcome & kickoff flow — the sequence from signed deal to project start (welcome, intake, kickoff, first steps)
• The intake — the exact information, access, and assets you need to begin (so you're not chasing it later)
• Expectation-setting — clear alignment on scope, communication norms, timeline, milestones, and payment terms
• A kickoff-meeting agenda — a structured first meeting that aligns everyone and builds confidence
• Reusable templates — the welcome message, intake form, and kickoff agenda to reuse every time
• Problem-prevention — the boundaries (scope, comms cadence, revisions) set now that prevent disputes later

Required Inputs