Intake forms, a welcome sequence, and a contract→first-deliverable checklist — bundled so the small details of a new engagement stop living in three inboxes and start living in a single file you already know how to open.
Rather see the math first? See the Expense Tracker →
What you receive
$9A receipt + the two download links arrive in your inbox within seconds of payment — same-origin, Tallyport-signed.
What’s in the package
The checklist is structured around the natural handoffs of a new engagement — intake, welcome, and a contract→first-deliverable runbook. Each stage ships as its own editable file in the format on its label.
A single intake form — services, timelines, billing, contact preferences — that the new client fills in once and that downstream tools can read. No more chasing the same answers by inbox.
Three short messages the new client can run themselves: a thank-you, a kickoff checklist, and a first-deliverable handoff note. Each one editable, none of them locked to a specific vendor.
A step-by-step checklist that takes a fresh engagement from signed to started — kickoff call, deposit received, scope confirm, first milestone. The small details that usually slip live inside, signed off as you go.
How it works
A single one-time charge — no account, no subscription. We never see the card details.
Your two download links land at the address you pay with — within seconds.
Each file lands in the tool on its label — Canva / PDF for printing, Notion for editing.
Bundling with the Expense Tracker
Sitting next to each other, the two templates compose: every new client onboarding updates the monthly close, and every monthly close makes the next onboarding quieter.
Two one-time purchases that cover the recurring operational baseline — onboarding plus the month-end close.
Both packages ship as Notion exports plus printable views, so they sit comfortably side-by-side on the same desktop.
Already bought the Expense Tracker? Reply to its purchase email — we apply the price difference as a credit.
FAQ
01
Yes. The package ships in Notion (the editable source) and in Canva / PDF (a printable view that mirrors the structure). Either format runs the workflow end-to-end — pick the one that fits how you already work.
02
Two downloads, both under 12 MB total. They unzip or open straight from your downloads folder — no installer, no account required.
03
A single purchase covers one operator or one small business. Loop in a co-worker at the same trade name and you are within the license; reselling the files is not.
04
The intake feeds client records; the monthly Expense Tracker close turns those records into a profitability snapshot. Two workflows that do not talk to each other via API, but compose naturally when both files sit on the same desktop.
Ready when you are
Buy the Client Onboarding Checklist and the two files land in your inbox before the page reloads.
Need a refund within 14 days? Reply to the receipt once it lands →