The Client Onboarding Kit
Turn every new enquiry into a polished client experience.
Four white-label Figma documents for the moments that matter—from the first reply to the signed agreement. Customize them once, then use them with every client.
Save setup time
Stop
rebuilding the same process
Make them yours
Swap in
your brand, work, and terms
Lead with clarity
Give
every document a clear job
One simple system
Four documents. One clear path from interested to booked.
Use the right document at the right moment instead of relying on a trail of improvised emails.
Welcome Package
Set the tone before the first call
Case Studies
Give prospects relevant proof
Proposal
Make scope and pricing easy to choose
Contract
Put expectations in writing
Inside the kit
A polished document for every make-or-break moment.
Each template has a specific role in your sales and onboarding process—and every page is ready to make your own.
Welcome Package
Send this as soon as a prospect enquires to introduce your studio, explain your process, and make a polished first impression.
- Set expectations before the first call
- Customize once and reuse for every enquiry
Case Studies Document
Show the thinking, work, and results behind relevant projects so prospective clients have the proof they need to trust a higher investment.
- Present stronger proof than a basic portfolio
- Tailor it to different industries or client types
Proposal Document
Turn your discovery call into a clear, premium proposal with defined scope and tiered options that make your recommended package easy to choose.
- Clearly communicate scope and deliverables
- Anchor your recommended offer with tiered pricing
Client Contract
Formalize the agreement before work begins with a professional starting point for scope, payment, responsibilities, and project terms.
- Protect expectations on both sides
- Adapt the template to your business and jurisdiction
Built from a real studio workflow
Your work can be excellent and your process can feel excellent too.
A client is deciding what it will feel like to work with you long before the project starts. Clear, considered documents make that decision easier: they explain your process, show proof, frame the investment, and remove ambiguity.
- Look prepared from the first reply
- Explain your value without overselling
- Set scope and expectations earlier
- Start every project the same way
From a customer
Questions?
The useful details.
Everything you need to know before you buy.
Make your next client experience feel considered from day one.
Duplicate the templates, add your brand and details, and put a polished process in place today.
One-time purchase
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Contract template is not legal advice.