Free Client Onboarding Kit
A free client onboarding kit in Word and PDF: an onboarding checklist, intake questionnaire, kickoff agenda, welcome email and offboarding checklist.
Free · Word and PDF files
Specifications
| Brand | Stelaah |
|---|---|
| Category | Workbooks and printables |
| Format | Word and PDF files |
| Price | Free |
| Files | Stelaah Free Client Onboarding Kit.zip (14 KB) |
| Works with | The Word document opens in Word, Google Docs and Pages. The PDF opens anywhere and prints cleanly. |
| Licence | Use it yourself and in your own business, including work for your clients. Please do not share or resell the files. |
| Language | English |
| Includes | 12 checklist items, 4 ready-to-send documents, 2 file formats |
A complete client onboarding kit: an editable checklist covering agreement verification, contacts, access, inputs, kickoff, and billing, plus a ready-to-use intake questionnaire, kickoff agenda, welcome email, and offboarding checklist.
Everything around the checklist, ready to send. Each piece is already written: Client Intake Questionnaire (Collect the organization, contact, request, and access details before discovery starts); Kickoff Agenda (A focused first meeting that aligns goals, scope, roles, and the immediate next steps); Welcome Email Template (A ready-to-send email that tells a new client exactly what happens next); Offboarding and Handover Checklist (Close the engagement cleanly: files, access, finance, and a proper handover).
The checklist. Commercial handoff: Confirm the accepted proposal, agreement, scope, price, currency, and billing terms; Record the exact services, deliverables, exclusions, assumptions, and change path; Confirm the client organization, legal name, billing contact, and tax details where applicable. People and authority: Name the relationship owner, delivery owner, client lead, approver, and finance contact; Confirm each person’s access and communication role; Define absence coverage and the no-eligible-owner fallback. Working setup: Create the client and project records with stable identifiers; Collect required inputs, files, brand material, credentials, and dependencies; Agree on channels, response expectations, status cadence, and meeting rhythm. Kickoff and first milestone: Review outcomes, responsibilities, dates, risks, and acceptance criteria; Confirm the first client action and first internal action; Send the shared summary and schedule the first health review.
Treat this as a starting point, not automatic authority. Adapt roles, approvals, legal, tax, accounting, security, privacy, and professional requirements to the actual organization and jurisdiction. Record who reviewed material changes.
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See inside
What's inside
2 formats in one download: Word and PDF.
| Section | Pages or size |
|---|---|
| Client Intake Questionnaire | Word and PDF |
| Kickoff Agenda | Word and PDF |
| Welcome Email Template | Word and PDF |
| Offboarding and Handover Checklist | Word and PDF |
| Commercial handoff | 3 checks |
| People and authority | 3 checks |
| Working setup | 3 checks |
| Kickoff and first milestone | 3 checks |
Who it's for
- Freelancers
- Agencies
- Consultants and coaches
You may be looking for
- client onboarding checklist
- client intake questionnaire
- kickoff meeting agenda
- client welcome email template
- offboarding checklist
Guides
Works with
The Word document opens in Word, Google Docs and Pages. The PDF opens anywhere and prints cleanly.
Questions
- Which apps does it work with?
- The Word document opens in Word, Google Docs and Pages. The PDF opens anywhere and prints cleanly.
- Is it really free?
- Yes. Add your name and email once and every free Stelaah download opens on this browser. No account is needed.
- What do I download?
- Stelaah Free Client Onboarding Kit.zip (14 KB).
- Can I share or resell it?
- Use it yourself and in your own business, including work for your clients. Please do not share or resell the files.