Client Onboarding Pack
A personalisable welcome pack that introduces new clients to how you work, what they'll receive, and what you need from them to do your best work.
About this resource
This pack gives new clients a warm, professional introduction to working with you. It explains your process, communication style and deliverables, and sets out clearly what you need from the client to keep a project on track.
Written in the first person with bracketed prompts, it's designed to be personalised to your voice and working practices before you send it.
What's included
- An introduction and overview of how you work
- Your process, communication norms and working hours
- What the client will receive on delivery
- What you need from the client, from briefs to timely feedback
- How revisions work, including what is and isn't included
- A typical project timeline table
How to use it
Personalise the bracketed sections to reflect your voice, process and working pattern, and delete anything that doesn't apply. Fill in the timeline and communication details for your practice.
Send the finished pack to clients once a project is confirmed, so everyone starts with the same expectations.
Back to all resources