5 Professional Client Onboarding Templates
Everything you need to onboard clients like a pro. Each template is fully customizable in the kit builder and exports as a clean PDF.
✉ Welcome Email
Make a strong first impression. This template introduces your business, confirms project details, sets expectations for communication, and gives your client a clear next step.
- Business name
- Client name
- Project name
- Start date
- Key contact
- Communication preferences
📝 Service Agreement
A simplified contract that covers the essentials without overwhelming your client. Toggle clauses on or off to match your project. Not a substitute for legal advice, but a solid starting point.
- Scope of work
- Payment terms
- Cancellation policy
- IP ownership
- Confidentiality
- Revision limits
- Liability cap
📋 Project Brief
Get on the same page before work begins. This brief captures goals, audience, deliverables, timeline, and brand guidelines so there are no surprises mid-project.
- Project goals
- Target audience
- Deliverables checklist
- Timeline
- Success metrics
- Brand guidelines
💰 Invoice Template
Professional invoices with automatic GST calculation. Add line items, set payment terms, and include your bank details. Designed for Australian freelancers with ABN support.
- ABN
- Business details
- Line items
- GST calculation
- Payment terms
- Bank details
⭐ Feedback Form
Collect structured feedback when the project wraps up. Five pre-written questions covering satisfaction, communication, and likelihood to refer. Use responses as testimonials (with permission).
- Overall satisfaction
- Communication rating
- Timeliness rating
- Quality rating
- Open feedback
- Referral likelihood
