instant downloads for work, home, and life✦less admin. more room for life.✦bundle and save on connected tools✦simple systems. better days.✦instant downloads for work, home, and life✦less admin. more room for life.✦bundle and save on connected tools✦simple systems. better days.✦
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editable cells

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work

client onboarding kit

collect the brief, agree kickoff tasks and track handoff for every client

CLIENT BRIEF: questions to ask, with why each one matters

KICKOFF CHECKLIST with an owner, due date and status for every task

HANDOFF sheet for deliverable versions, links and acceptance

START HERE instructions

The first week with a client sets the tone. This workbook gives you a client brief with the questions to ask and why each matters, a kickoff checklist with an owner for every task, and a handoff sheet to track deliverables through acceptance.

who it's for

  • ✦freelancers and studios starting new projects
  • ✦anyone who has started work before the deposit or assets arrived
  • ✦freelancers tired of piecing a brief together from email threads

what's inside

  • ♥CLIENT BRIEF: questions to ask, with why each one matters
  • ♥KICKOFF CHECKLIST with an owner, due date and status for every task
  • ♥HANDOFF sheet for deliverable versions, links and acceptance
  • ♥START HERE instructions
  • ♥sample rows to replace with your client's details
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how it works

  1. 1save an untouched copy of the workbook for each client
  2. 2fill in the CLIENT BRIEF with your client
  3. 3agree owners and dates on the KICKOFF CHECKLIST
  4. 4track each deliverable's version and acceptance on HANDOFF

files in the download

  • 02_Client_Onboarding_Kit.xlsx

compatibility

  • ✦built as an .xlsx workbook for microsoft excel
  • ✦google sheets can import .xlsx files, but formatting may change. sheets compatibility hasn't been verified

good to know before you buy

  • !one workbook per client: save a separate copy for each project
  • !doesn't send forms to clients; share the brief questions yourself
  • !not legal advice: agree scope and terms in your proposal or contract

license, refunds & support

A one-time purchase of downloadable files, not a hosted app or subscription. Use and adapt the files for your own personal or business work, including client projects; don't resell or share the templates themselves. See the terms and refund policy.

Questions before or after buying: hey@rheaclub.co

peek inside

see what you're getting

everything is a clean, editable file — no messy formatting, no surprise tabs.

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client onboarding kit

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proposal & scope kit

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freelancer crm

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freelancer business bundle

good to know

any questions?

it's a workbook you fill in, usually during or after a kickoff call. you can share a copy with the client if they use excel.

the checklist has an owner column (client, freelancer or both) so it's clear who's waiting on whom.

bundle & save

add it to a cute bundle

client onboarding kit is part of the work starter bundle. get more, pay less.

work bundlesave $5
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work starter bundle

price your work and welcome clients like a pro

what's inside

  • freelance rate calculator
  • client onboarding kit
$19$24
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