solaritystudio • tool
Client Onboarding Kit
Four professional documents for turning enquiries into signed client projects.
Is this you?
Are your projects still starting with messy onboarding?
If projects still start with awkward emails, vague scope, and repeated admin work, this pack is built to fix that.
You keep rewriting the same docs
Every new opportunity starts with another scramble to assemble a welcome package, proof, proposal, and contract.
Expectations feel too loose
Clients say yes, but timelines, deliverables, and responsibilities still feel vague once the work starts.
Admin work is slowing delivery down
Instead of starting projects confidently, you burn time assembling the same onboarding process from scratch.
Introducing...
Client Onboarding Documents
Four white-label Figma documents — a Welcome Package, Case Studies document, Proposal, and Contract — for a more professional client journey from first contact to signed project.
$47 $97
One-time purchase. Duplicate, edit, and send.
What you get
Four practical documents, each designed for a specific moment in your sales and onboarding process.
Welcome Package
Send this when a prospective client first reaches out to immediately make your process feel polished, considered, and professional.
- Customize it once for your business
- Reuse it with every new enquiry
Case Studies Document
Go deeper than your website portfolio with focused proof of the work, thinking, and results behind relevant projects, making a higher-budget decision feel safer.
- Send it when a prospect needs more proof
- Create tailored versions for different client types
Proposal Document
Customize this after the initial call, then present tiered options. The higher and lower anchors make your recommended scope feel like the clearest best-fit choice.
- Use it after discovery, before the contract
- Position your target package as the recommended fit
Contract
Put the agreement in writing to help protect both sides. Define the scope, deliverables, payment, responsibilities, and termination terms before work begins.
- Sign it before any client work begins
- Adapt it to your business and jurisdiction
Built for freelancers and small studios
Four documents for a more professional client journey.
Each document has a clear place in the process, helping you build trust early, prove your value, present the right project options, and protect the agreement before work begins.
- Send the Welcome Package when a prospective client first reaches out
- Share the Case Studies document when they need deeper, relevant proof
- Tailor the Proposal after your initial call and present anchored project options
- Customize and sign the Contract before starting any work
$47 $97
Questions?
Simple answers.
A few quick answers before you buy.
Pricing
Get the Client Onboarding Documents
A white-label onboarding document pack for service businesses that want a more professional project start.
Client Onboarding Documents
Sale price
Regular price
$97
One-time payment. Instant access.
WHAT'S INSIDE
- ✓ Welcome Package for new client enquiries
- ✓ Case Studies document for deeper proof
- ✓ Proposal document with tiered project options
- ✓ Contract for formalizing the client agreement
- ✓ Four editable, white-label Figma documents
- ✓ Instant access after purchase
Important
Templates are for professional workflow use and should be customized for your business.
Not legal advice.