A complete welcome packet template with team introductions, process overview, document requests, and e-signature. Send new clients everything they need in one link.
Each step is a screen your client sees. They complete the entire onboarding from one link — no account required.
Introduce your team, share your contact details, and set expectations for communication from day one.
Walk your client through the project timeline, process, and what they will receive.
Collect the files, access, and contact details you need to begin work.
Finalize the engagement with a signed agreement, payment acknowledgment, and initial deposit.
Add, remove, or reorder any step. Change field types, add conditional logic, upload your logo, and match your brand colors. This template is a starting point — make it yours.
Use This TemplateStart with this template and send your first onboarding link in under 10 minutes.
Start Free