Client Onboarding Kit
Standardize every client project from first call to handover. The kit that makes a one-person business run like an agency.
Secure checkout via Gumroad · VAT handled for EU buyers · Support: hello@agyflow.com
What you get
- 29-question client intake questionnaire: business context, success metrics, audience, assets & access, technical environment, constraints, communication preferences
- Project kickoff checklist: before the call / call agenda / within 24h after / first week (55 items)
- 8 client email templates with subject lines: welcome, scheduling, post-kickoff recap, asset requests, status updates, delay + new timeline, feedback request, delivery/handover
- Tool-agnostic: any PM tool, any file sharing, any calendar
About this product
Standardize every client project from first call to handover. The kit that makes a one-person business look and run like an agency.
Tool-agnostic: works with any PM tool, any file sharing, any calendar.
This is a practical workflow toolkit, not legal advice, and it does not guarantee compliance with GDPR, the DSGVO, or any other law. Have qualified legal counsel review any document before formal use. Distributed under the included LICENSE.txt (Individual or Commercial tier, as purchased).
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