# Create a client onboarding kit for my freelance business

A welcome email, intake questionnaire, and kickoff agenda so every new client starts smoothly.

- Topic: Projects & Operations
- Framework: Few-Shot
- Level: Standard
- Tags: HR & Hiring, Write, Fill-in Template
- Source: https://www.thinkwithprompt.com/prompts/create-a-client-onboarding-kit-for-my-freelance-business

## Prompt

```text
Create a client onboarding kit for my freelance business.

**My service:** [WHAT I DELIVER]
**Typical project length and steps:** [DETAILS]
**What I need from clients to start:** [access, assets, content, approvals, a point of contact]
**Payment terms:** [e.g. "50% up front, 50% on delivery, net 14"]
**Where things went wrong before (optional):** [late feedback, scope creep, missing assets]
**Tools I use:** [e.g. email, a shared drive, a project board, invoicing tool]
**Previous step (optional):** [PASTE my services page and package details, so the kit matches what I've promised]

Write:
1. A welcome email sent after the contract is signed: what happens next, timeline, how and when to reach me, and what I need from them by when (deadlines in bold).
2. An intake questionnaire (10-15 questions) tailored to my service, with a short explanation of why each question matters.
3. A 30-minute kickoff call agenda with timings and the decisions to leave with.
4. A checklist of what must be in place before work starts (signed agreement, deposit paid, access granted, assets received).
5. Short templates for: a weekly status update, a feedback request with a deadline, and a polite note when the client is holding up the project.
6. A scope-change note that explains what's outside the agreement and offers a quote.

Keep the tone warm and professional. Have my contract terms reviewed by a qualified professional; this kit supports the agreement, it doesn't replace it.
```

## What to fill in

- WHAT I DELIVER
- DETAILS
- access, assets, content, approvals, a point of contact
- e.g. "50% up front, 50% on delivery, net 14"
- late feedback, scope creep, missing assets
- e.g. email, a shared drive, a project board, invoicing tool

Free to copy and use. From ThinkWithPrompt (https://www.thinkwithprompt.com/), a library of 2,663 curated AI prompts.