Free kit for agencies
The client onboarding kit.
Everything between the signature and the first deliverable, ready to adapt: a welcome email, onboarding questions per service, an access checklist that keeps passwords out of email, a kickoff agenda, a first-week plan and a one-page “how we work” for your clients.
What's inside
- 01The welcome email
- 02Onboarding questions per service
- 03Access, without passwords in email
- 04The kickoff call
- 05The first week
- 06“How we work”, on one page
- 07Your onboarding, written down
Plus a page to write down who owns onboarding and what to fix first.
Your guide is ready.
A copy is on its way to your inbox too.
Download the PDFWant onboarding that runs the same for every client? Book a 30-minute Qafza OS demo with sample data.
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