Description
Give every new project a clear start. The Client Welcome Ritual helps service business owners welcome clients, gather the right information, confirm project expectations, and track what is still needed before work begins.
What’s included
Editable Word templates: a ten-page pack with a welcome packet, two-page intake questionnaire, project brief, kickoff checklist, project expectations, access and setup checklist, handoff checklist, and three email drafts.
Printable PDF companion: the same templates for printing and reference.
Excel onboarding tracker: space for 100 projects, stage and setup dropdowns, readiness calculations, due-action flags, and a separate worked example.
Getting-started guide: a two-page PDF to help you customize the kit.
Who it helps
Consultants, designers, virtual assistants, and other service business owners who want a repeatable way to start client projects.
How to use it
Customize the Word templates, gather intake and project details, confirm scope, and track your setup steps. Share completed client-facing pages with your clients and use the internal checklists to guide your work.
Formats and use
Digital download only. No physical product. Includes Word (.docx), Excel (.xlsx), and printable PDFs in one ZIP file. Google-native files and Canva templates are not included. You may import copies into Google Docs and Sheets and check them after conversion.
The tracker does not send messages, create accounts, or automate onboarding. Customize completed onboarding documents for your own business and clients. Blank template files are not for resale or redistribution.
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