Client onboarding experience
Help a new client understand the relationship and the next step.
Design files and agreed exports. Implementation is a separate scope.
Sum of 5 included requests, completed one at a time. Content readiness and feedback can affect timing.
Included deliverables
A module is a master project plan made up of connected requests. We tailor the contents to your business and work through the agreed stages in priority order.
What the package can include
- Welcome guide or onboarding booklet
- Process and responsibilities overview
- Kickoff presentation
- Information-request or briefing form design
- Useful checklists and reference sheets
- Branded confirmation or welcome email layout
How we build it
Map what clients need to know and provide at the beginning. Organize that information into a clear sequence, then build the documents and templates around it.
What to bring
Your actual service process, responsibilities, required client information, communication preferences, and existing documents.
Delivery & responsibilities
Contract drafting, project management software configuration, automated workflows, and ongoing client administration are separate unless agreed.
Planning the work
We confirm the deliverables, review stages, dependencies, and realistic timing before starting. Larger packages span multiple requests and may span multiple billing periods. One request is active at a time; the package is not a fixed-price bundle or a promise of completion within one month.