Client Onboarding Kit – SOP, Client Templates & Emails for Notion and Docs

Every new client should get the same clear, organised start. This kit gives you the process, the documents and the emails to make that happen, ready to adapt to your business.

What's inside

• Onboarding SOP: 23 steps across 6 phases, from signed deal to 30-day check-in, with roles, suggested timings and a definition of done.
• 8 client-facing and internal documents:
  • Client Welcome Guide
  • Client Intake Questionnaire
  • Access & Assets Checklist
  • Kickoff Meeting Agenda & Notes
  • Project Brief
  • Working Agreement
  • Email Templates (8 emails, from welcome to feedback request)
  • 30-Day Check-in & Feedback Form
• Notion version: a Client Onboarding Hub, the same documents as pages, and 3 databases: Clients, Onboarding Tasks and Email Templates.
• Start Here guide: an 8-page setup guide for Notion, Word and Google Docs.

How it works

1. Unzip the kit and open the Start Here guide.
2. Use the Word files as they are, or open them in Google Docs.
3. Import the Notion folder to run the process as a tracker.
4. Replace the [bracketed] placeholders with your details once, then reuse the kit for every client.

Who it's for
Freelancers, consultants, agencies and other service businesses that onboard clients regularly.

Format
ZIP download containing 9 .docx files, 10 Markdown pages, 3 CSV databases and a PDF guide. You need Microsoft Word or Google Docs; Notion is optional.

Good to know

• The documents use a [Your business] placeholder, not Vortex One branding, so they're ready to send under your own name.
• This kit is a set of templates. It isn't a contract or legal advice, and nothing sends or automates on its own.
• The Notion version imports as pages and databases. The guide shows how to set property types and link the databases after import.