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

Description

Agency Client Onboarding Kit — Stop reinventing the kickoff every time a new client signs. One packet, one Notion form, and a 14-day playbook your client follows without you babysitting it.

What’s inside your Agency Client Onboarding Kit

What’s Inside

• 8-page welcome packet PDF: scope, timeline, communication norms, Notion intake, invoicing, team, recovery playbook
• Notion intake form template: 6 fields, fills in 15 minutes, duplicates in 60 seconds
• 14-day kickoff playbook with hour-by-hour plan from Day 0 packet sent to Day 14 first ship
• Pre-written communication channel norms and response window playbook
• Explicit in-scope and out-of-scope deliverable lists (saves 30 days of scope-creep arguments)
• Recovery playbook: what we do if we miss a deadline, if the deliverable is wrong, if a dispute opens

How It Works

1. Buy and download instantly – get the PDF and a Notion duplicate link

2. Customize the welcome packet with your agency branding (15 minutes in any PDF reader)

3. Send to new clients before contract signature as a sales trust signal, or post-signature as your onboarding system

Why Growtoria

Built by operators who scaled agency engagements at fast-growing startups. Not a generic template farm. Every page wrote itself out of a real client engagement that almost went wrong.

Pairs Well With

• Notion CRM Client Tracker (track every client onboarded)
• Solo Founder Playbook (chapter 02 references this exact onboarding ritual)
• Bundle: Agency Starter Kit (save 22 percent)

Who it’s for

Solo consultants and small agency owners signing 1-3 new clients per month

Explore more in our Agency Toolkit collection, or open it in any PDF reader.

Frequently asked questions

How is it delivered?
Instant download in PDF — available right after checkout, with lifetime access.

Is it ready to use?
Yes — it’s ready to use the moment you download it.