Client Onboarding & Project Launch Toolkit – Google Docs – A4 / US Letter

£19.99

Kickstart every client project with confidence using this powerful toolkit — worth £32.95!

Are you a freelancer, consultant, or agency owner looking to streamline your client onboarding and project initiation process? This toolkit is your go-to solution — 4 professional templates designed to set your projects up for success from day one.

What’s included:

Client Onboarding Questionnaire: Gather essential client info, goals, and preferences to start your project with clarity and alignment. Learn more.
Statement of Work (SOW): Define the scope, deliverables, timelines, and terms to protect your work and ensure mutual understanding. Learn more.
Project Initiation Document (PID): Lay a solid foundation by documenting objectives, key stakeholders, risks, and resources before kick-off. Learn more.
Project Kick-Off Meeting Agenda: Run focused, effective kick-off meetings with a structured agenda that sets the tone for collaboration. Learn more.

Get organized, impress your clients, and build better projects with the Client Onboarding & Project Launch Toolkit. Invest in clarity and confidence — today!

📢 NOTE: This listing includes a digital download. No physical product will be shipped. After purchase, you’ll receive access to your templates, which you can edit and use as often as needed. you would like.

Category:

Description

Features:

Start strong: Impress your clients with organized, professional documents from the first interaction.
Project clarity: Ensure expectations, timelines, and responsibilities are clearly communicated and agreed upon.
Created by pros: Built by a seasoned project manager with 10+ years of project delivery experience.
User-friendly Google Docs format: Instantly accessible, easy to edit, and perfect for collaboration. A4 and US letter formats.
Customizable & reusable: Tailor each template to your specific clients and projects—use them over and over.
Time-saving: Skip the blank page and get straight to value with ready-to-go formats.
Step-by-step guidance: Each template includes clear prompts and examples to help you complete them quickly and confidently.

Who is this for?

Freelancers: Deliver polished, professional onboarding every time.
Consultants: Add structure to your client engagements from the start.
Agencies: Streamline internal processes and improve client satisfaction from day one.

How it works:

1️⃣ Once purchased, you’ll receive instant access to editable Google Docs links for all 4 templates.
2️⃣ Open each document, make a copy to your Google Drive, and start customizing.
3️⃣ Reuse them for every new client or project!

🍪 We use cookies to improve your experience, analyze site traffic, and deliver personalized content. By clicking "Agree", you consent to the use of cookies in accordance with our privacy policy and cookie policy.