Client Onboarding Kits
The Client Onboarding Kits collection is built for freelancers, consultants, coaches, and agencies who want a professional client experience without building every document from scratch. Send branded invoices that calculate totals and taxes automatically, present proposals with clear pricing tables, welcome new clients with structured onboarding packs and intake forms, and run your full agency back office with contract templates and operations trackers. These kits solve the everyday friction of service businesses: slow payments, proposals that undersell your value, and onboarding steps that get forgotten. Every kit works in Microsoft Excel and Google Sheets and is delivered instantly by email.