Client Onboarding Kit digital product cover

Pagemage original / digital downloadv2.49.1

05 editable documentsOffline browser workbookOne-time no subscription

Client Onboarding Kit / Notion import + kit

Client onboarding email & checklist templates

Assign the required files, approvals, and first milestones before work starts.

Made for freelance designers, developers, and small studios.

Price and availability

Catalog price: $19 USD

One-time purchase · No subscription

FilesZIP with five editable Markdown documents, an offline HTML workbook, a reading edition, and optional Notion import files (not a configured workspace). A five-document worked case follows one fictional project.
To useExtract the ZIP. Open the workbook in a current desktop browser; edit Markdown in a text editor. No account needed for the workbook or Markdown files. A Notion account is needed only for the optional import; set database properties and relations yourself.
LicenseUse for your own or client work; do not redistribute the original templates or tools. Full terms.
SupportProduct questions and corrections by email; no custom implementation or professional review. 14-day refund policy.

Read the free worksheet

Checking the live price and secure checkout…

Inside the download

See the actual offline workbook

These screens were captured from the current download with fictional project details. Open the extracted HTML workbook in a desktop browser and fill in its worksheets. The full kit includes four more documents and a fictional worked case.

Edit a worksheet. Add your project details and replace the remaining prompts with facts you have checked.
Export your work. Download readable Markdown, then save a JSON backup if you want to continue editing later. Check that each file reached your device.
Restore when you return. Choose that kit's JSON backup to resume the same editing session. Nothing is autosaved or sent to a cloud account.

Open any screenshot for a larger view.

First editable worksheet of Client Onboarding Kit with fictional project details entered — Actual first worksheet in edition 2.49.1, with fictional entries. Some prompts remain for the buyer to complete.

Offline workbook controls for Markdown export, JSON backup, and restore, showing a backup restored confirmation — Save and restore controls, captured in Freelance Quote Studio. The same controls are in all five featured workbooks.

The optional Notion pack contains Markdown and CSV import files, not a ready-made workspace. You set up properties and relations in Notion yourself; these screens show the offline workbook and calculator only.

The task

What you'll make

A kickoff plan with owners for required files, approvals, and first milestones.

Gather before you start

Agreed scope
Client contacts
Project dates

Mark missing information so you can check it before using your work.

When to skip this kit

You need a native Excel, Canva, or Word template. This download contains Markdown documents and an offline HTML workbook, plus Notion import files you configure yourself.
You need autosave or cloud sync. Export Markdown or save a backup before closing the offline workbook.
You need someone to complete the work. These are worksheets to fill in yourself.

Read the first worksheet below to see whether its questions help with your task.

Included files

What's inside

01Welcome email
02Discovery questionnaire
03Kickoff agenda
04Asset request checklist
05First-week status update

Each document has instructions, questions, and space for your answers. The final document includes a common mistake to check for before using your work.

The worked case contains five completed documents, one for each worksheet. Follow the evidence, decisions, and corrections across the same fictional project. The case is included in the workbook, reading edition, Markdown example, and optional Notion import.

Your completion check

The first milestone has usable inputs, an approval owner, and dated decisions; missing assets have an explicit effect on the plan, and access records contain no credentials.

Before you finish

Check this before you use it

A warm welcome leaves essential assets and approvals unassigned.

Give every missing input one owner and a due date before kickoff.

Use the final worksheet to record what needs fixing and what you still need to check.

Free worksheet

Start with worksheet one

Free to inspect and copy

Welcome email

Jump to a section

Subject: {{project}} — what we need before kickoff

Hi {{contact}},

Thank you for choosing {{business}}. Our agreed next milestone is [specific output]. The current target is {{deadline}}, subject to the input and approval dates in our project plan.

Please reply by [date] with:

The person authorized to approve the work and a backup contact.
Your answers to the discovery questionnaire, marking anything still unknown.
Links to the agreed copy, brand files, and images, with their approval and usage status.
Two suitable kickoff times and any constraint that may affect the next milestone.

Use [approved sharing location] for files. For system access, send an invitation with the minimum required permissions; do not email passwords, secret keys, or private customer records. We will agree a secure route if restricted information is actually necessary.

At kickoff we will confirm the scope, owners, dates, and unresolved decisions. If something cannot be ready, tell us which item and when it can arrive so we can review the effect before promising a schedule.

Next action: [one named action, owner, and date]. {{business}}

Before sending: replace every placeholder, confirm the recipient and actual agreement, remove irrelevant requests, and make the first action clear. Do not ask for assets the agreed scope does not need.

Your decision

What does the client need to do immediately after reading? My answer: [ ] Source and date: [ ] Still to check: [ ] Next action, owner, and due date: [ ]

Before you start

Agreed scope: [Source or notes]
Client contacts: [Source or notes]
Project dates: [Source or notes]

What you will make

A kickoff plan with owners for required files, approvals, and first milestones.

View plain worksheet text

Subject: {{project}} — what we need before kickoff

Hi {{contact}},

Thank you for choosing {{business}}. Our agreed next milestone is [specific output]. The current target is {{deadline}}, subject to the input and approval dates in our project plan.

Please reply by [date] with:
1. The person authorized to approve the work and a backup contact.
2. Your answers to the discovery questionnaire, marking anything still unknown.
3. Links to the agreed copy, brand files, and images, with their approval and usage status.
4. Two suitable kickoff times and any constraint that may affect the next milestone.

Use [approved sharing location] for files. For system access, send an invitation with the minimum required permissions; do not email passwords, secret keys, or private customer records. We will agree a secure route if restricted information is actually necessary.

At kickoff we will confirm the scope, owners, dates, and unresolved decisions. If something cannot be ready, tell us which item and when it can arrive so we can review the effect before promising a schedule.

Next action: [one named action, owner, and date].
{{business}}

Before sending: replace every placeholder, confirm the recipient and actual agreement, remove irrelevant requests, and make the first action clear. Do not ask for assets the agreed scope does not need.

Your decision
What does the client need to do immediately after reading?
My answer: [ ]
Source and date: [ ]
Still to check: [ ]
Next action, owner, and due date: [ ]

Before you start
- Agreed scope: [Source or notes]
- Client contacts: [Source or notes]
- Project dates: [Source or notes]

What you will make
A kickoff plan with owners for required files, approvals, and first milestones.

This is the complete first worksheet from the current edition. The full kit adds the remaining four documents, a worked scenario, and the offline editing workbook, plus an optional Notion import ZIP with Markdown pages and CSV databases.

Worked example

See the worked-case summary

Fictional example included in edition 2.49.1.

Fictional case: North Studio onboards Fern Coaching for a five-page website. Lena approves content; Omar handles access. Copy is due 9 October for a conditional 30 October target. Five completed documents show the welcome email, discovery answers, kickoff decisions, asset gaps, and first-week update. When image rights are missing, the team pauses publication of those assets and names an owner and review date rather than treating the upload as approval.

Before you choose

What should I have ready for this kit?

Bring agreed scope, client contacts, project dates. Mark anything you still need to check.

How do I know the work is finished?

A kickoff plan with owners for required files, approvals, and first milestones. Check your answers against the original records and note anything unresolved before sharing your work.

What is in the Notion import pack?

The download includes an optional NOTION-IMPORT.zip with authored Markdown page templates and sample-filled CSV databases. Import the files in Notion, then set field types and any database relations yourself. Alongside those files, you receive editable Markdown documents and an offline HTML workbook. Set up the imported pages and tables yourself. These are not native Excel, Canva, or Word templates. Extract the whole ZIP before opening the HTML files. Mobile file managers may not run local scripts; the text files and reading edition remain available.

Will this do the work for me?

The kit supplies structure, questions, and examples. You provide the facts, make the decisions, and adapt the finished output. You are responsible for checking the finished work. Custom implementation and professional review are not included.

Included Notion import files · fictional preview data

Client Delivery Hub

7 Notion page templates, 1 completed worked-case page and 3 sample-filled CSV databases. Extract the product download, then import NOTION-IMPORT.zip in Notion desktop or web.

04-Project-brief.md

# Project page

## Agreement
- Project / client: [ ]
- Signed scope or proposal: [link in approved storage]
- Project owner: [ ]
- One decision maker and backup: [ ]
- Start date and target handoff: [ ]

## Outcome and boundaries
- Audience and current situation: [ ]
- Desired observable outcome: [ ]
- Included deliverables and quantity: [ ]
- Explicit exclusions: [ ]
- Acceptance check for each deliverable: [ ]

## Dependencies
| Input | Provider | Needed by | Received | Effect if late |
| --- | --- | --- | --- | --- |
| [asset or decision] | [owner] | [date] | No | [schedule or scope effect] |

## Current week
- Next decision: [ ]
- Decision owner and date: [ ]
- Blocker and next action: [ ]
- Review link: [approved location]

## Handoff
- [ ] Acceptance checks recorded and reviewed
- [ ] Approved deliverables linked from controlled storage
- [ ] Client account ownership and access documented
- [ ] Open items have an owner and follow-up date
- [ ] Internal notes and client-visible notes reviewed separately

01-Projects · sample database

Project	Client	Stage	Project owner	Decision maker	Kickoff date	Target handoff	Next decision	Next decision date	Status
Sample: Northstar website	Sample client	Kickoff	Studio owner	Client approver	10/05/2026	11/02/2026	Approve sitemap	10/09/2026	Planning

What Notion setup requires

These are the field changes described in the included setup guide. Notion may initially import them as text.

Select: Stage, Status.
Date: Kickoff date, Target handoff, Next decision date, Due date, Date raised.

Keep the Project text field in Tasks, or create a relation to Projects and reconnect the sample task yourself. Change owner fields to Person only for people already in your workspace; review permissions before inviting clients.

A new CSV import does not build relations, formulas, or rollups. Add any you need manually. Replace or delete the fictional sample rows before sharing.

Example rows are fictional. The import creates pages and databases; set property types and any relations inside Notion. You configure the tables after import.

Created by Pagemage with AI-assisted writing and development. Read how the content and tools are checked. Questions or corrections: hello@pagemage.tech. 14-day refund policy.