{"product_id":"client-onboarding-kit-sop-client-templates-emails-for-notion-and-docs","title":"Client Onboarding Kit – SOP, Client Templates \u0026 Emails for Notion and Docs","description":"\u003cp dir=\"ltr\"\u003eEvery 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.\u003c\/p\u003e\n\u003cp dir=\"ltr\"\u003e\u003cstrong\u003eWhat's inside\u003c\/strong\u003e\u003c\/p\u003e\n\u003cul dir=\"ltr\"\u003e\n\u003cli\u003e\n\u003cstrong\u003eOnboarding SOP:\u003c\/strong\u003e 23 steps across 6 phases, from signed deal to 30-day check-in, with roles, suggested timings and a definition of done.\u003c\/li\u003e\n\u003cli\u003e\n\u003cstrong\u003e8 client-facing and internal documents:\u003c\/strong\u003e\n\u003cul dir=\"ltr\"\u003e\n\u003cli\u003eClient Welcome Guide\u003c\/li\u003e\n\u003cli\u003eClient Intake Questionnaire\u003c\/li\u003e\n\u003cli\u003eAccess \u0026amp; Assets Checklist\u003c\/li\u003e\n\u003cli\u003eKickoff Meeting Agenda \u0026amp; Notes\u003c\/li\u003e\n\u003cli\u003eProject Brief\u003c\/li\u003e\n\u003cli\u003eWorking Agreement\u003c\/li\u003e\n\u003cli\u003eEmail Templates (8 emails, from welcome to feedback request)\u003c\/li\u003e\n\u003cli\u003e30-Day Check-in \u0026amp; Feedback Form\u003c\/li\u003e\n\u003c\/ul\u003e\n\u003c\/li\u003e\n\u003cli\u003e\n\u003cstrong\u003eNotion version:\u003c\/strong\u003e a Client Onboarding Hub, the same documents as pages, and 3 databases: Clients, Onboarding Tasks and Email Templates.\u003c\/li\u003e\n\u003cli\u003e\n\u003cstrong\u003eStart Here guide:\u003c\/strong\u003e an 8-page setup guide for Notion, Word and Google Docs.\u003c\/li\u003e\n\u003c\/ul\u003e\n\u003cp dir=\"ltr\"\u003e\u003cstrong\u003eHow it works\u003c\/strong\u003e\u003c\/p\u003e\n\u003col dir=\"ltr\"\u003e\n\u003cli\u003eUnzip the kit and open the Start Here guide.\u003c\/li\u003e\n\u003cli\u003eUse the Word files as they are, or open them in Google Docs.\u003c\/li\u003e\n\u003cli\u003eImport the Notion folder to run the process as a tracker.\u003c\/li\u003e\n\u003cli\u003eReplace the [bracketed] placeholders with your details once, then reuse the kit for every client.\u003c\/li\u003e\n\u003c\/ol\u003e\n\u003cp dir=\"ltr\"\u003e\u003cstrong\u003eWho it's for\u003c\/strong\u003e\u003cbr\u003eFreelancers, consultants, agencies and other service businesses that onboard clients regularly.\u003c\/p\u003e\n\u003cp dir=\"ltr\"\u003e\u003cstrong\u003eFormat\u003c\/strong\u003e\u003cbr\u003eZIP 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.\u003c\/p\u003e\n\u003cp dir=\"ltr\"\u003e\u003cstrong\u003eGood to know\u003c\/strong\u003e\u003c\/p\u003e\n\u003cul dir=\"ltr\"\u003e\n\u003cli\u003eThe documents use a [Your business] placeholder, not Vortex One branding, so they're ready to send under your own name.\u003c\/li\u003e\n\u003cli\u003eThis kit is a set of templates. It isn't a contract or legal advice, and nothing sends or automates on its own.\u003c\/li\u003e\n\u003cli\u003eThe Notion version imports as pages and databases. The guide shows how to set property types and link the databases after import.\u003c\/li\u003e\n\u003c\/ul\u003e","brand":"Vortex One","offers":[{"title":"Default Title","offer_id":50592953401409,"sku":null,"price":37.99,"currency_code":"AED","in_stock":true}],"thumbnail_url":"\/\/cdn.shopify.com\/s\/files\/1\/0857\/7479\/4817\/files\/ClientOnboardingKit-Mockup1-Cover.png?v=1790847682","url":"https:\/\/www.vortexonedigital.com\/products\/client-onboarding-kit-sop-client-templates-emails-for-notion-and-docs","provider":"Vortex One","version":"1.0","type":"link"}