• May include: A digital business tool suite titled Client Onboarding & Proposal Suite. The dark teal graphic features white text, a teal rectangular accent, and labels for Editable PowerPoint, Word Documents, and PDF Guide files.
  • May include: A digital business tool template featuring the text BAMBOLEILO / DIGITAL BUSINESS TOOLS and SEE WHAT YOU CAN EDIT. The document includes a section titled Scope and deliverables with numbered rows for deliverable names, handoff formats, and review details.
  • May include: A digital business tool set titled BAMBOLEILO / DIGITAL BUSINESS TOOLS, featuring a grid of document templates and a client intake questionnaire with text fields for project details, registration, and objectives.
  • May include: A digital business tool information card titled WHAT IS INCLUDED. It lists five items: a 17-slide editable PowerPoint presentation, 4 editable Word business documents, a PDF slide preview, project scope details, and PowerPoint editing.
  • May include: A digital business tool suite titled Client Onboarding & Proposal Suite. The dark teal graphic features white text, a teal rectangular accent, and labels for Editable PowerPoint, Word Documents, and PDF Guide files.
  • May include: A digital business tool template featuring the text BAMBOLEILO / DIGITAL BUSINESS TOOLS and SEE WHAT YOU CAN EDIT. The document includes a section titled Scope and deliverables with numbered rows for deliverable names, handoff formats, and review details.
  • May include: A digital business tool set titled BAMBOLEILO / DIGITAL BUSINESS TOOLS, featuring a grid of document templates and a client intake questionnaire with text fields for project details, registration, and objectives.
  • May include: A digital business tool information card titled WHAT IS INCLUDED. It lists five items: a 17-slide editable PowerPoint presentation, 4 editable Word business documents, a PDF slide preview, project scope details, and PowerPoint editing.
Report this item to Etsy

Client Onboarding Kit & Proposal Template | Editable PowerPoint Presentation, Client Intake, Welcome and Handover Word Forms

Item highlights

  • Digital download
  • Digital file type(s): 2 ZIP

Seller's description

Give every new client a clear, professional experience with an original editable onboarding and proposal suite. Ideal for freelancers, designers, virtual assistants, consultants and small creative studios.

WHAT YOU GET
• 17-slide editable Microsoft PowerPoint deck (.pptx) for discovery, service scope, milestones, communication plans, onboarding and handover
• Four editable Microsoft Word templates (.docx): Intake Questionnaire, Client Welcome Note, Project Kickoff Agenda and Final Delivery Handover
• PDF preview of the slide deck, PDF quick-start guide, and use license

INCLUDED WORKFLOW
1. Discovery questions and project snapshot
2. Proposal: challenge, approach, deliverables, timeline
3. Client welcome and onboarding checklist
4. Clear approval and communication planning
5. Final delivery and project wrap-up

COMPATIBILITY
Presentation is editable in Microsoft PowerPoint; documents are editable in Microsoft Word. The PDF is for viewing. Canva compatibility is NOT included or promised.

IMPORTANT
These are customizable business communication templates, not legal contracts or professional legal advice. Replace placeholders, review the accuracy of all statements and adapt the package to your client.

INSTANT DIGITAL DOWNLOAD
Unzip the package and open START_HERE_Client_Onboarding.pdf first. No physical item is shipped. Business use is allowed; resale of the original editable templates is not permitted.

AI DISCLOSURE: This digital product was created with assistance from AI tools.

LANGUAGES / SPRACHEN: English originals and German files with German instructions are included in BAM-016_DE_Deutsch_2026-10-24.zip. Deutsche Dateien und Anleitung sind im zusätzlichen DE-Archiv enthalten.

View more
Etsy's Purchase Protection

If something goes wrong with an order, we've got your back for all eligible purchases. View program terms

Price:$17.45

You can only make an offer when buying a single item

Delivery

Instant download

Your files will be available to download once payment is confirmed. Here's how.

Instant download items don't accept returns, exchanges or cancellations. Please contact the seller about any problems with your order.

Seller's description

Specifications

May include: A digital business tool suite titled Client Onboarding & Proposal Suite. The dark teal graphic features white text, a teal rectangular accent, and labels for Editable PowerPoint, Word Documents, and PDF Guide files.

Give every new client a clear, professional experience with an original editable onboarding and proposal suite. Ideal for freelancers, designers, virtual assistants, consultants and small creative studios.

WHAT YOU GET
• 17-slide editable Microsoft PowerPoint deck (.pptx) for discovery, service scope, milestones, communication plans, onboarding and handover
• Four editable Microsoft Word templates (.docx): Intake Questionnaire, Client Welcome Note, Project Kickoff Agenda and Final Delivery Handover
• PDF preview of the slide deck, PDF quick-start guide, and use license

INCLUDED WORKFLOW
1. Discovery questions and project snapshot
2. Proposal: challenge, approach, deliverables, timeline
3. Client welcome and onboarding checklist
4. Clear approval and communication planning
5. Final delivery and project wrap-up

COMPATIBILITY
Presentation is editable in Microsoft PowerPoint; documents are editable in Microsoft Word. The PDF is for viewing. Canva compatibility is NOT included or promised.

IMPORTANT
These are customizable business communication templates, not legal contracts or professional legal advice. Replace placeholders, review the accuracy of all statements and adapt the package to your client.

INSTANT DIGITAL DOWNLOAD
Unzip the package and open START_HERE_Client_Onboarding.pdf first. No physical item is shipped. Business use is allowed; resale of the original editable templates is not permitted.

AI DISCLOSURE: This digital product was created with assistance from AI tools.

LANGUAGES / SPRACHEN: English originals and German files with German instructions are included in BAM-016_DE_Deutsch_2026-10-24.zip. Deutsche Dateien und Anleitung sind im zusätzlichen DE-Archiv enthalten.

  • Designed by
    PrintPackDesk
  • Item type
    Digital download
  • Digital file type(s)
    2 ZIP
Shop with confidence
Etsy Purchase Protection

If something goes wrong with an order, we've got your back on all eligible purchases. View program terms

You may also like

Shoppers with similar taste loved these

Show more
Show more
Listed on Oct 19, 2026
Homepage Paper & Party Supplies Paper Stationery Design & Templates Templates