AI Client Onboarding Kit
Turn a new client into a clean kickoff — intake worksheet, access checklist, timeline and responsibility builder, and comm templates.
Works with
The AI Client Onboarding Kit is the done-for-you version of the AI Client Onboarding guide. Winning the client isn't the finish line — messy onboarding creates delays, confusion, scope creep, and buyer regret before delivery even starts. This is a client onboarding operating system, not a welcome email template.
Workflow Walkthrough
What You'll Build
Workflow Steps
- 1
Welcome
Send the professional welcome with the templates.
- 2
Intake
Collect everything once with the intake worksheet.
- 3
Access
Request assets and access safely with the checklist.
- 4
Kickoff
Run the kickoff from the agenda, not from memory.
- 5
Map
Build the timeline and responsibility matrix.
- 6
Track
Watch blockers and status with the tracker.
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