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Prepare a client onboarding kit

Build a kickoff agenda, welcome message, access checklist, and first-week plan from the agreed scope.

Try the free example ↓

When to use it

Start from an agreed scope and include the people involved, first milestone and dependencies. A welcome message, kickoff agenda and first-week checklist help both sides understand who does what next.

What to bring

Agreed scope, people involved, timeline, required access, and kickoff needs. Remove confidential or identifying information you do not need to include.

What the draft includes

Before you use the result

Check owners and dates. Request access through scoped invitations rather than collecting passwords. Mark proposed timelines clearly until the client confirms them.

Free fictional examples are available now. Personalized paid generation is not open yet. Planned pricing is $1.20 USD per run, with no subscription. Review and edit the text, then copy or download it as TXT or Markdown.

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What are we working on?

Card previews use fictional examples. Your draft starts with your experience.

A little about you00 / 12
PDF, TXT, MD · MAX 3 MB
Remove contact details and confidential work first.0 / 18,000
Your brief is source material. Nothing is posted, sent, or applied to automatically.
AWAITING YOUR INPUTNO ACCOUNT REQUIRED
LIVE PRICING: $1.20 / TOOLNO SUBSCRIPTIONS. EVER.

Start with your foundation for $1.20. Each optional next step is another $1.20—$14.40 for all twelve. You choose each purchase. No recurring charges. No promises of overnight success.

ONE TOOL / $1.20 USD

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