Client Onboarding Document Builder

Prompt

Create a comprehensive client onboarding document package for [YOUR BUSINESS NAME], a [TYPE OF FREELANCE OR AGENCY BUSINESS].

Services you offer: [LIST]
Typical project duration: [TIMEFRAME]
Your working style: [ASYNC / SYNC / HYBRID]
Tools you use: [LIST TOOLS FOR PROJECT MANAGEMENT, COMMUNICATION, FILE SHARING]
Payment terms: [NET 15 / NET 30 / UPFRONT / MILESTONE]

Create:

1. **Welcome Letter** — Warm, professional, personal. Set expectations for what working with you is like. Make them feel they made the right choice.

2. **Working Together Guide** — How you communicate (response times, preferred channels), how you handle revisions, and what you need from them to do great work.

3. **Project Kick-Off Questionnaire** — 10-15 questions to understand the project deeply before you start. Covers: goals, audience, brand, constraints, stakeholders, and success criteria.

4. **Scope and Deliverables Confirmation** — A restatement of what you agreed to. Prevents scope creep by being explicit upfront.

5. **Revision Policy** — Clear statement of how many rounds are included and what happens when they ask for more.

6. **Access Request Template** — List of logins, assets, and information you'll need access to.

7. **Project Timeline Template** — Week-by-week outline with client responsibilities flagged.

Tone: professional and warm — feels like a boutique firm, not a freelancer cobbling things together.