Client Success Starter Kit™ – Editable Client Onboarding Templates (Word + Notion)

A professional, done-for-you onboarding system to impress new clients and streamline your process. Includes editable templates in both Word and Notion. Designed for freelancers, coaches, consultants, and service providers who want to start every client relationship with clarity and confidence.

📦 WHAT’S INCLUDED:

🧾 Word Version (.docx):

• Client Welcome Packet
• Intake Questionnaire
• Kickoff Call Agenda
• Client Info Sheet
• Communication Policy

🧠 Notion Version (.md):

• Fully structured Notion pages (import-ready)
• Linked sections and checklists
• Duplicate-ready for each new client

🎁 BONUS:

• REBUILT™-style navy & gold cover image
• Editable for any service-based business

📂 File Format:

• Word (.docx) for offline use
• Markdown (.md) for Notion import

✅ WHO THIS IS FOR:

• Freelancers tired of scrambling to onboard new clients
• Coaches and service providers building systems
• VAs and creative professionals improving their ops
• Consultants creating premium client experiences