Templates
The Client Onboarding OS
One workspace per client, built the moment the contract is signed.
$34
4.7 · 356 reviewsFormat Notion template
Instant download after purchase. Re-download anytime from your Whop library.
The gap between a signed contract and a client who feels handled is where most agencies leak trust. This is the checklist, the kickoff-call script and the shared workspace we duplicate for every new client, so nothing depends on someone remembering the last one.
The making
Three decisions worth explaining.
01
One duplicate per client, not per hire
New team member, new client — either way it is the same five-minute setup, not a habit someone has to be taught.
02
The kickoff call has a script
Fourteen questions we actually ask, in order, so the scope you deliver matches the scope they think they bought.
03
A visible finish line
Clients see their own checklist fill in. Fewer "is this done yet" emails, because they can just look.
Format and delivery
- Format
- Notion template
- Delivery
- Instant — a link to duplicate, sent by email
- Contents
- Kickoff script, SOP checklist, shared client view
- Compatibility
- Any Notion workspace, free plan included
- Updates
- New SOPs added quarterly, free for owners
- Support
- Email, replies within a day
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