Client Onboarding OS
$29A repeatable onboarding workspace for freelancers, consultants, and small agencies. Proposals, contracts, intake, checklists, and kickoff live in one Notion system so new clients stop falling through the cracks.
Buy on Gumroad All templatesWhat you get
- Six linked databases: Clients, Proposals, Contracts, Checklist, Intake, Kickoff
- A client CRM that tracks status from lead to kickoff
- Proposal and contract trackers with dates and owners
- A reusable onboarding checklist so every client gets the same first week
- Intake questions you can reuse instead of rewriting every time
- Kickoff notes tied back to the client record
Databases
ClientsStatus, contact, and start date
ProposalsScope, send date, and outcome
ContractsSignatures, terms, and renewals
ChecklistRepeatable first-week tasks
IntakeQuestions and answers in one place
KickoffNotes, owners, and next steps
Stop rebuilding onboarding from scratch for every new client.
Buy Client Onboarding OS for $29