Everything you need to
start clients clean
Fourteen free resources used by small agencies to qualify better clients and run repeatable onboarding — no email required, no paywall.
Start with the bottleneck you need to fix this week
If you do not want to browse all fourteen assets, open the one that matches the problem slowing down your onboarding right now.
Lock the first 48 hours so the client feels momentum before the kickoff call even happens.
Open the handoff checklist →Stop improvising access chases and move from gentle nudge to escalation without sounding chaotic.
Open the email templates →Turn the first call into decisions, written agreements, and a cleaner first week.
Open the kickoff template →Score the current flow, find the trust leak, and get to the next fix faster.
Open the teardown →The 10 steps to run a clean, repeatable client start — from intake to first-week check-in — with AI tips for each step.
- Run a structured intake before the kickoff call
- Map every access item on day one
- Run a missing-input check before kickoff
- 5 AI-native shortcuts (one per phase)
27 questions across 6 categories that surface scope, tools, constraints, and approval processes before the kickoff call happens.
- Business context + brand + audience
- Tools/stack + current process + constraints
- Success metrics + communication preferences
- AI tip: flag gaps in responses before kickoff
The full standard operating procedure: 5 phases from contract signing to 30-day handover. Copy into Notion, Google Docs, or any project tool.
- Pre-kickoff → Kickoff → Week 1–2 → Delivery → Handover
- 57 specific steps with clear ownership
- Works for marketing, SEO, web, and freelance agencies
- Adapts to Zapier/Make automation or manual execution
6 copy-paste email templates for every moment from contract-signed to access-granted. Welcome email, 3 access follow-ups, scope change, and client responsibility reminder.
- Welcome email — sent within 24h of signing
- Access follow-ups #1, #2, #3 (gentle → firm → escalation)
- Scope change request — 3 versions
- Client responsibility reminder for pending items
Copy-paste prompts for the repetitive parts of onboarding: kickoff prep, missing-input checks, access emails, status updates, and kickoff recap writing.
- Works with ChatGPT, Claude, Gemini, or any LLM
- Turns intake answers into a ready-to-run kickoff agenda
- Flags risks before week-one confusion starts
- Speeds up weekly status updates and recap emails
A quick scorecard for finding the trust leaks in your first client week before they turn into silence, missing access, or scope drift.
- Six 0–2 checkpoints for first-week onboarding
- Score interpretation and next-fix guidance
- Copy-paste team prompt for internal process review
- Useful as a DM conversation starter for agency owners
A 48-hour sequence for the dead zone after a client signs but before the kickoff call.
- Same-day confirmation email
- One-page welcome packet structure
- Workspace and access setup checklist
- Pre-kickoff “I did my homework” note
A pre-proposal checklist and question bank for spotting bad-fit clients before they become onboarding problems.
- Decision-maker clarity scan
- Past-provider accountability questions
- Scope stability and process-respect prompts
- Simple green/yellow/red scoring system
Structured 60-minute first-call agenda, 12 risk-surfacing questions, 6 decisions to lock before the call ends, and the recap email to send within 24 hours.
- Phase-by-phase agenda (open → scope → questions → agreements → access → close)
- Working agreements script (revisions, comms, escalation)
- Access request process to run live on the call
- Post-kickoff recap email template (copy-paste)
The copy-paste operating rules that stop review chaos, revision drift, and input delays from hijacking delivery.
- Availability and response-window clause
- Revision limit with one-response paper trail
- Missing-input pause and rescheduling protocol
- Professional judgment clause for execution decisions
Close every project cleanly. Deliver final assets, collect testimonials, revoke access, and turn past clients into referral sources.
- Admin wrap-up + written approval flow
- Final delivery email template (copy-paste)
- Testimonial ask timing + script
- 90-day re-engagement sequence
7 copy-paste email templates for every project moment: weekly updates, delay notices, scope changes, waiting-on-client nudges, and project completion.
- Weekly status update (full copy-paste template)
- Scope change request email
- Delay notice + revised timeline
- Waiting-on-client unblocking email
A quick diagnostic for spotting weak points in your new-client process before they become delays, repeated questions, or scope confusion.
- Score readiness across onboarding fundamentals
- Identify the weakest part of your first week
- Turn the result into a focused next fix
- Use before the teardown worksheet for context
A feedback-first worksheet for finding where a new-client flow leaks trust — plus an email route to request a practical teardown.
- Score intake, access, kickoff, handoff, and updates
- Find the one missing artifact that removes confusion
- Copy-paste prompt for a self-run teardown
- Email template to request a focused external review
Everything above plus the full template library, automation recipes, email sequences, and the AI-native upgrade path.