Client Onboarding & Proposal Kit Template | Welcome Packet, Intake Form and Contract Checklist | Digital Download

Client Onboarding & Proposal Kit: an Excel digital download with a welcome packet, client intake form, proposal generator, and contract checklist — everything you need to turn a new client into a signed, kicked-off project in one clean workflow.

Stop Losing Momentum Between "Yes, I'm Interested" and "Contract Signed."

That gap between a lead saying yes and a client actually starting work is where deals go cold. A messy, ad-hoc onboarding process makes you look unprofessional right when you need to look the most credible — and it costs you hours re-creating the same welcome email and intake questions for every new client.

WHAT'S INSIDE

Part 1 — Client Welcome Packet
A polished, ready-to-send welcome document that sets expectations, introduces your process, and makes new clients feel confident they chose the right person from day one.

Part 2 — Client Intake Form
A structured set of intake questions that gets you everything you need to scope the work properly, before you write a single word of the proposal.

Part 3 — Proposal Generator
A clean, pre-formatted proposal template you can fill in fast — project scope, timeline, and pricing — instead of starting from a blank page every time.

Part 4 — Contract & Kickoff Checklist
A step-by-step checklist covering contract sign-off, deposit collection, and kickoff logistics, so nothing slips through the cracks between "signed" and "started."

HOW IT WORKS
Buy once, download the file, and open it directly in Excel or import it into Google Sheets. Duplicate the templates for every new client and fill in the details.

WHAT YOU'RE GETTING
A ready-to-use Excel template (.xlsx) with all four documents pre-built and pre-formatted. No subscriptions, no logins, yours to keep and customize forever.

30-DAY MONEY-BACK GUARANTEE
Not happy? If this kit doesn't make your onboarding process faster and more professional within 30 days, message me and I'll refund you in full, no questions asked.

FAQ

Do I need advanced Excel skills to use this?
No. Every section is pre-built and ready to fill in. Just add your client's details and you're set.

Does this work in Google Sheets too?
Yes. Import the .xlsx file into Google Sheets and all formatting carries over.

What do I receive after purchase?
An instant digital download of the Excel (.xlsx) file — no waiting, no physical product.

Can I reuse this for every new client?
Yes. Duplicate the tabs for each new client so you always have a clean, professional onboarding flow ready to go.