Client Success Starter Kit™ – Editable Onboarding & Intake Templates for Freelancers & Coaches

Everything you need to professionally onboard new clients. This editable template pack includes welcome documents, intake forms, kickoff call prep, and communication policies to set clear expectations and build trust from day one.

📦 WHAT’S INCLUDED:

📄 Client Welcome Packet

• Project overview, what to expect, office hours, deliverables

📝 Intake Questionnaire

• Customizable form to gather client goals, info, and project details

📋 Kickoff Call Agenda

• A structured call agenda to align expectations from day one

📁 Client Info Sheet

• Quick-reference form with contact info, timelines, and tools

📬 Communication Policy

• Clear boundaries, response time expectations, and revision policies

🖼️ Cover Image:

• Professionally designed navy/gold REBUILT-style header

📂 File Format:

• Editable Word documents (.docx) — also works with Google Docs

🎯 WHO THIS IS FOR:

• Freelancers onboarding clients for services
• Coaches & consultants setting up client experiences
• VAs, designers, and social media managers creating client systems
• Digital creators packaging premium services