Client Onboarding Kit

Client Onboarding Kit Professional welcome packets, intake questionnaires, project kick-off checklists, and communication templates that make your first impression as polished as your work. Reduce onboarding time from days to hours. What's Included File Description welcome-packet.md Branded welcome document template intake-questionnaire.md Comprehensive project intake form kickoff-checklist.md Step-by-step kick-off meeting agenda communication-guide.md Response time expectations and channel guide project-timeline-template.md Milestone-based timeline framework access-credentials-form.md Secure credential collection template src/client_onboarding_kit/core.py Python automation for onboarding workflows src/client_onboarding_kit/utils.py Helper utilities for template generation config.example.yaml Customization configuration Quick Start Extract the ZIP archive Customize welcome-packet.md with your business name and branding Select the intake questionnaire variant matching your service type