Free Resources
Everything you need to
start clients clean
Three free templates used by small agencies to run repeatable client onboarding — no email required, no paywall.
AI-Native Client Onboarding Checklist
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)
Client Intake Form Template
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
Agency Client Onboarding SOP
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
Full System · Founding Batch — 50 spots
Agency Onboarding OS — Complete Bundle
Everything above plus the full template library, automation recipes, email sequences, and the AI-native upgrade path.
€49
one-time · instant delivery
38 templates & docsSOPs, checklists, trackers, handoffs
6 automation recipesZapier + Make, step-by-step
5 AI prompt workflowsKickoff prep, access emails, escalation
4 agency variantsMarketing, SEO, web design, freelance