Agency Client Onboarding Kit - welcome packet + Notion intake form

For solo consultants and small agencies who sign new clients regularly and want the same clear start every time.

⚡ Instant electronic delivery📝 Editable Word .docx packet📄 8-page example PDF🧩 Notion intake form

The Agency Client Onboarding Kit puts the first two weeks with a new client in writing: an editable welcome packet (Word .docx) with 7 sections, an 8-page example packet (PDF) filled in for a fictional agency, and a Notion intake form template with 6 fields. It is built for solo consultants and small agencies. A 2-page PDF setup guide explains how to duplicate, adapt and share the intake form.

What you can do📝Editable Welcome Packet7 sections - scope, the first 14 days, communication, intake form, invoicing, team, and what happens if something goes wrong - with [brackets] for your details.📄8-Page ExampleThe same sections filled in for a fictional agency, so you can see how a finished packet reads.🧩Notion Intake Form6 fields: primary outcome, constraints, stakeholders and approvers, existing assets, what didn't work before, and one worry about the engagement.🔁Reusable Every TimeEdit the packet once, then export it to PDF and share a fresh copy of the intake form for each new client.How it works

1. Open the files Open the welcome packet in Word, Google Docs or LibreOffice and read the 2-page intake form setup guide (PDF).
2. Make it yours Replace every [bracket] with your agency name, team, schedule and policies, and duplicate the Notion intake form into your workspace.
3. Send it to each client When the contract is signed, export the packet to PDF and send it with a copy of the intake form.

What's included

• ✔️ Editable welcome packet (.docx) - opens in Word, Google Docs or LibreOffice
• ✔️ Example welcome packet - 8-page designed PDF
• ✔️ Intake form setup guide - 2-page PDF with the Notion template link
• ✔️ Notion intake form template with 6 fields, duplicated from the link in the guide

Why customers choose it🧾Fewer misunderstandingsScope, communication, approvals and what happens when a date slips are written down before kickoff.🚀Ready for kickoffThe intake form collects what you need to start, and the client reads the packet before kickoff.🗣️Plain-English wordingExample wording you adapt to the way you actually work - keep only what you can commit to.Buy with confidence
Instant electronic delivery • One-time purchase • Friendly support — just message us on .Quick answersWhat software do I need?
Microsoft Word, Google Docs or LibreOffice for the .docx packet, a PDF reader for the two PDFs, and a free Notion account to duplicate and share the intake form.How is it delivered?
Delivered electronically right after purchase through messages - nothing is shipped. You receive the Word file and two PDFs; the Notion template link is inside the setup guide.Can I change the wording?
Yes - that is what the Word file is for. Replace every [bracket] and remove anything you don't offer before you send it.Does my client need Notion?
Your client may need a free Notion account to fill in the intake form you share with them.More from our storePair it with Project Management Tracker for where new clients go after kickoff, and Agency Pricing Playbook to price the engagement first.Instant electronic delivery - give every new client the same clear start.License & buyer notice
This is an electronically delivered product — nothing is shipped. The buyer is only receiving a revocable license with specific limitations: one user, for personal or internal business use; the files may not be resold, shared or redistributed. Electronically delivered goods do not qualify for the Money Back Guarantee. What you need: Microsoft Word, Google Docs or LibreOffice for the packet and a free Notion account for the intake form; the guide and the example are PDFs. If anything is not right, message us on and we will fix it.