Client Onboarding Kit Builder

Fill in your info — everything saves automatically. Export as PDF and reuse it with every new client.

Your Logo (optional)

Click to upload your logo Logo preview

Business Info

Business Name

Your Name

Contact Email

Welcome Message

Onboarding Steps (tap to check off)

What We Need From You

What Happens Next

Export

Click, then choose "Save as PDF" in the print dialog.

A client onboarding kit builder for freelancers and agencies: welcome packets, intake questions and next-step documents that make a new client feel taken care of from day one. Runs as a live web app — try the free demo first.