Build a smooth client-onboarding process that starts projects on the right foot — clear expectations, the info you need, and a professional first impression that prevents problems later. Use when asked to onboard a new client, create an onboarding process, kick off a client project, or client welcome packet. Produces a welcome and kickoff flow, the intake you need to start, expectation-setting on scope/comms/timeline/payment, a kickoff-meeting agenda, and the templates to reuse — so onboarding is consistent, not improvised, and prevents the scope and communication problems that sink projects.
