Client Portal & Onboarding Master Kit: Checklists, Email Templates, Forms & SOP
Client Portal & Onboarding Master Kit: Checklists, Email Templates, Forms & SOP
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⚡ Client Portal & Onboarding Master Kit, by TargetAI.us
A ready-to-use client system for freelancers, agencies and service businesses. 18 pages of checklists, client email templates, fill-in forms and a scope & communication SOP, plus an editable DOCX for Word or Google Docs.
What's inside:
• 4-phase onboarding checklist (intake → kickoff → production → hand-off)
• 4 client email templates with alternative subject lines and follow-ups
• Client intake questionnaire · Kickoff call agenda
• Milestone tracker · Change request form · Access & login log
• Scope & communication SOP (10 editable policies)
• Client offboarding checklist
Formats: PDF (US Letter) + editable DOCX + README, delivered as one ZIP. Instant digital download; nothing is shipped.
Templates, checklists and forms only. No AI prompts included. General business templates, not legal advice. No income or results promised.
#AIGENERATED: Cover and product images were made with AI assistance (the TargetAI.us logo is AI-generated). The templates and checklists were written and edited by a person.