product image

Onboarding Kit

$129

Start every client project clean, confident, and organized.

First impressions close second projects. The Onboarding Kit gives you a professional, repeatable system for onboarding new clients — so every engagement starts clean, confident, and organized.

Inside the kit: • Welcome email sequence — 3 templates for the first 48 hours • Client intake form — the exact questions to gather before kickoff • Kickoff meeting agenda template — structure the first call like a pro • Project timeline template — set expectations on deliverables and milestones • Access and permissions checklist — every login, asset, and tool you need from the client • Boundaries and communication guide — how to set working hours, response times, and revision limits

Built for freelancers, studio owners, and agency operators who want to stop scrambling at the start of every project and start running a tight operation.

A polished onboarding experience doesn't just feel better — it reduces churn, cuts revision cycles, and builds trust from day one.

$129 one-time. Delivered instantly.

Onboarding Kit | Whop