Agency Client Onboarding Kit | Notion Intake Form, Welcome Packet PDF

Description

Agency Client Onboarding Kit — The first two weeks with a new client, written down: a welcome packet your client reads before kickoff, and a Notion intake form that collects what you need to start. Edit it once, then reuse it for every new client.

What’s inside your Agency Client Onboarding Kit

What’s Inside

• Welcome packet as an editable Word file (.docx — opens in Word, Google Docs or LibreOffice): 7 sections — scope, the first 14 days, communication, intake form, invoicing, team, what happens if something goes wrong — with [brackets] for your own details
• Example welcome packet, 8-page designed PDF: the same sections filled in for a fictional agency, so you can see how it reads
• Notion intake form template with 6 fields: primary outcome, constraints, stakeholders and approvers, existing assets, what didn’t work before, one worry about the engagement
• Intake form setup guide (2-page PDF): how to duplicate the form, adapt it and share a copy with each client

How It Works

1. Buy and download instantly: two PDFs and the Word file. The Notion template link is in the setup guide.

2. Edit the Word packet once with your agency name, team, schedule and policies, and duplicate the Notion intake form into your workspace.

3. For each new client: export the packet to PDF, share a copy of the intake form, and send both when the contract is signed.

Why this kit

Most onboarding problems come from things nobody wrote down: what is out of scope, when the client hears from you, who approves deliverables, what happens when a date slips. The kit gives each of those a section, in plain English, that you adapt to the way you actually work. The example wording is a starting point — keep only what you can commit to.

Pairs Well With

• Agency Project Tracker ($24) — where new clients go after kickoff
• Agency Pricing Playbook ($19) — price the engagement before you onboard it
• Bundle: Agency Toolkit — the three products for $54 instead of $72 (save 25 percent)

Who it’s for

Solo consultants and small agencies who sign new clients regularly and want the same clear start every time

Explore more in our Agency Toolkit collection, or open the packet in Google Docs.

Frequently asked questions

How is it delivered?
Instant download — a Word file and two PDFs, available right after checkout, with lifetime access. The Notion template link is inside the setup guide.

Can I change the wording?
Yes — that is what the Word file is for. Replace every [bracket] and remove anything you don’t offer before you send it.

Do I need a paid Notion plan?
No. A free Notion account is enough to duplicate and share the intake form. Your client may need a free Notion account to fill it in.

What if it’s not what I expected?
Email [email protected] with your order number within 14 days of your purchase and we refund you in full. No forms, no reason needed, and you keep the file.