Client Intake & Onboarding System

A simple system for the first days with a new client: an automatic reply the moment a form arrives, a real reply within one business day, and a tracker so every step from inquiry to kickoff gets done.

What's included

• Client Intake Form (Word + PDF)
• 4 email templates: acknowledge, kickoff, handover, check-in
• Client Onboarding Tracker spreadsheet
• Guide: From Inquiry to Kickoff

What you need

• Microsoft Excel, Google Sheets (File > Import), Apple Numbers, or LibreOffice
• Microsoft Word, Google Docs, or another word processor

Delivery

Instant download after purchase: a ZIP with every file.

Not a CRM and not a contract. A working document for your own business use; not legal, tax, financial, or compliance advice.