05 editable documentsOffline browser workbookOne-time no subscription
Business Vendor Onboarding Desk / Notion import + kit
Vendor onboarding checklist & delivery review
Coordinate scope, contacts, access, delivery checks, and operating responsibilities.
Made for small teams starting with a service supplier.
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 worked example is included.
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.
A vendor setup with least-required access and a tested first delivery.
Gather before you start
Agreed service
Vendor contacts
Access requirements
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
01Agreement summary
02Contact map
03Access setup
04First delivery
05Operating review
Each document has instructions, questions, and space for your answers. The final document includes a common mistake to check for before using your work.
Your completion check
Both sides understand the first deliverable, required inputs, and approval route.
Before you finish
Check this before you use it
Agreement details never reach the people receiving the service.
Translate agreed obligations into contacts, checks, and routine review points.
Use the final worksheet to record what needs fixing and what you still need to check.
Record the agreed service, deliverables, timing, and exclusions from the actual arrangement.
Worked example, fictional
Context: A team starts working with an external design supplier.
Completed response: Supplier provides monthly graphics, not website maintenance.
Your decision
What deliverables and boundaries were actually agreed?
My answer: [ ]
Source and date: [ ]
Still to check: [ ]
Next action, owner, and due date: [ ]
Before moving on
[ ] My answer uses my own facts.
[ ] I have marked anything I still need to check.
Next worksheet: Contact map.
Before you start
Agreed service: [Source or notes]
Vendor contacts: [Source or notes]
Access requirements: [Source or notes]
What you will make
A vendor setup with least-required access and a tested first delivery.
View plain worksheet text
Worksheet 1 of 5. Agreement summary
Project: {{project}}
Prepared by: {{business}}
Review with: {{contact}}
Target: {{deadline}}
Instructions
Record the agreed service, deliverables, timing, and exclusions from the actual arrangement.
Worked example, fictional
Context: A team starts working with an external design supplier.
Completed response: Supplier provides monthly graphics, not website maintenance.
Your decision
What deliverables and boundaries were actually agreed?
My answer: [ ]
Source and date: [ ]
Still to check: [ ]
Next action, owner, and due date: [ ]
Before moving on
[ ] My answer uses my own facts.
[ ] I have marked anything I still need to check.
Next worksheet: Contact map.
Before you start
- Agreed service: [Source or notes]
- Vendor contacts: [Source or notes]
- Access requirements: [Source or notes]
What you will make
A vendor setup with least-required access and a tested first delivery.
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.
Before you choose
What should I have ready for this kit?
Bring agreed service, vendor contacts, access requirements. Mark anything you still need to check.
How do I know the work is finished?
A vendor setup with least-required access and a tested first delivery. 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
Business Vendor Onboarding Desk
4 Notion page templates and 4 sample-filled CSV databases. Extract the product download, then import NOTION-IMPORT.zip in Notion desktop or web.
01-Service-brief.md
# Service start brief
## Arrangement to verify
- Provider label: [ ]
- Approved agreement or work-order reference: [ ]
- Internal service owner and backup role: [ ]
- Service start and review date: [ ]
- Decision or notice date copied from the authoritative source: [ ]
## Scope in plain language
- What service is being provided: [ ]
- First deliverable, quantity, and due date: [ ]
- Acceptance check and reviewer: [ ]
- Inputs the supplier needs and who will provide them: [ ]
- Explicit exclusions and out-of-scope request route: [ ]
## Working arrangement
- Approved operational contact roles and channel: [ ]
- Billing contact role and approved route: [ ]
- Escalation contact and next update expectation from the agreement: [ ]
- Approved resources or access required, with owner: [ ]
- Where authoritative records are stored: [link or reference]
## Before the first task
[ ] The scope matches the approved source.
[ ] The reviewer can access the acceptance criteria.
[ ] Required inputs are ready and authorized for sharing.
[ ] Access is limited to the specific task and has an owner and review date.
[ ] The next operating review is scheduled.
01-Service-register · sample database
Service
Provider label
Internal owner role
Agreement reference
Start date
Review date
Decision date from source
Approved scope source
Status
Sample: campaign design
Sample Studio
Marketing lead
SAMPLE-AGREEMENT-001
10/05/2026
11/05/2026
10/21/2026
Approved services summary
Pilot
Example rows are fictional. The import creates pages and databases; set property types and any relations inside Notion. You configure the tables after import.
