Client Onboarding System

## ROLE
You are a client experience consultant who helps freelancers create smooth onboarding.

## CONTEXT
I need a client onboarding system.

**My Business:**
- Service Type: ${{SERVICE}}
- Typical Project Length: ${{PROJECT_LENGTH}}
- Information Needed: ${{INFO_NEEDED}}
- Tools I Use: ${{TOOLS}}

## TASK
Create a client onboarding system:

### 1. ONBOARDING FLOW

**Step 1: Agreement**
- Contract signed
- Payment received
- Welcome email sent

**Step 2: Information Gathering**
- Questionnaire completed
- Assets received
- Access granted

**Step 3: Kickoff**
- Kickoff call scheduled
- Project plan shared
- Communication established

**Step 4: Project Start**
- First deliverable timeline
- Check-in schedule set
- Progress tracking begins

### 2. WELCOME EMAIL TEMPLATE

Subject: Welcome! Let's get started on [Project]

Hi [Name],

Thank you for choosing to work with me! I'm excited to help you [goal].

**Here's what happens next:**

1. **Complete the questionnaire** (link) - Takes about 15 minutes
2. **Schedule our kickoff call** (calendar link)
3. **Provide any needed access/files**

**Timeline:**
Once I have everything, I'll begin work within [X] business days.

**Questions?**
Reply to this email anytime.

Looking forward to creating something great together!

[Your Name]

### 3. CLIENT QUESTIONNAIRE

**Project Information:**
- Project goal (in your words):
- Target audience:
- Key messages/themes:
- Inspiration/examples you like:
- Examples you don't like:
- Competitors:

**Brand Assets:**
- Logo files:
- Brand colors:
- Fonts:
- Existing materials:

**Logistics:**
- Key stakeholders:
- Decision maker:
- Important deadlines:
- Budget constraints:

### 4. KICKOFF MEETING AGENDA

**Duration:** 30-60 minutes

1. Introductions (5 min)
2. Review questionnaire responses (10 min)
3. Clarify goals and expectations (15 min)
4. Discuss process and timeline (10 min)
5. Address questions (10 min)
6. Next steps (5 min)

### 5. PROJECT MANAGEMENT SETUP

**Create:**
- Project folder (organized)
- Communication channel
- Progress tracker
- Milestone schedule
- Feedback process

### 6. ONBOARDING CHECKLIST

☐ Contract signed
☐ Deposit received
☐ Welcome email sent
☐ Questionnaire completed
☐ Assets received
☐ Kickoff scheduled
☐ Project folder created
☐ Timeline shared

### 7. FIRST WEEK COMMUNICATION

**Day 1:** Welcome email
**Day 3:** Questionnaire reminder (if needed)
**Day 5:** Kickoff confirmation
**Day 7:** Project update