🤝 Client Onboarding Kit — [Client Name]

Welcome to your client onboarding system. This hub contains everything you need to onboard a new social media client professionally — from the moment they say yes to the moment you start posting.

How to use this kit:

Duplicate this page for every new client, rename it with their business name, and work through each section in order.

💡 Pro tip: Share the Welcome Doc and Intake Questionnaire at the same time. Ask clients to complete the intake before your kickoff call — it saves 30 minutes minimum.

📂 Kit Contents

📋 Welcome Doc — Your first impression. Sets expectations, tone, and how you work.
📝 Client Intake Questionnaire — Everything you need before you start creating.
📄 Scope of Work — What's in, what's out, and who's responsible for what.
⚖️ Contract Template — Payment, IP, revisions, and how to end things cleanly.

📌 Client Details

Field	Details
Client name	[Business name]
Main contact	[Name + role]
Contact email	[email@domain.com]
Platforms managed	[Instagram / LinkedIn / TikTok / etc.]
Start date	[DD/MM/YYYY]
Monthly rate	[$X/month]
Contract signed	[ ] Not yet
Intake received	[ ] Not yet

✅ Onboarding Checklist

[ ] Send Welcome Doc
[ ] Send Intake Questionnaire link
[ ] Receive completed intake form
[ ] Send Scope of Work for review
[ ] Send Contract for signature