Use it when
- You know onboarding is messy but do not want another blank template.
- Clients fail to send access, assets, links, or approval owners on time.
- You need a practical first-week checklist your team can run.
- You want a status tracker that shows who is blocked and what happens next.
What you get
- One tailored client onboarding flow based on your current process
- Status tracker fields for owner, blocker, next touchpoint, and stage
- First-week checklist for intake, access, kickoff, assets, and handoff
- Kickoff agenda adapted to your service type
- Short written walkthrough for your team
$149 setup sprint
After purchase, reply to your Gumroad receipt with your current process and constraints. Delivery is by email within 48 hours.