{"title":"Home page","description":null,"products":[{"product_id":"client-onboarding-kit-for-freelancers","title":"Client Onboarding Kit for Freelancers — Welcome Packet, Intake, Emails \u0026 Checklists","description":"\n\u003cp\u003eStart a new client with the pages and emails already written. The \u003cstrong\u003eClient Onboarding Kit\u003c\/strong\u003e is for freelancers, virtual assistants, and coaches. It covers the first two weeks: a welcome packet, an intake, checklists, a kickoff agenda, and six emails. You replace the placeholders with your name and send it. It is a workflow, not a legal contract.\u003c\/p\u003e\n\u003ch3\u003eThe welcome packet, page by page\u003c\/h3\u003e\n\u003cp\u003eSeven US Letter pages, with sample text you can paste into Canva or export as a PDF.\u003c\/p\u003e\n\u003cul\u003e\n\u003cli\u003e\n\u003cstrong\u003eCover\u003c\/strong\u003e — Welcome, and your client’s name.\u003c\/li\u003e\n\u003cli\u003e\n\u003cstrong\u003eWelcome letter\u003c\/strong\u003e — a short note in your voice.\u003c\/li\u003e\n\u003cli\u003e\n\u003cstrong\u003eWhat to expect\u003c\/strong\u003e — clarity first, a smooth start, a steady rhythm.\u003c\/li\u003e\n\u003cli\u003e\n\u003cstrong\u003eHow we work together\u003c\/strong\u003e — partnership, scope, turnaround, reviews, feedback, and confidentiality.\u003c\/li\u003e\n\u003cli\u003e\n\u003cstrong\u003eCommunication norms\u003c\/strong\u003e — which channel is for files, quick questions, meetings, and same-day needs, plus response times and hours.\u003c\/li\u003e\n\u003cli\u003e\n\u003cstrong\u003eNext steps\u003c\/strong\u003e — a checklist for the client, and what you will do on your side.\u003c\/li\u003e\n\u003cli\u003e\n\u003cstrong\u003eContact\u003c\/strong\u003e — intake link, shared folder, and booking link.\u003c\/li\u003e\n\u003c\/ul\u003e\n\u003ch3\u003eThe rest of the download\u003c\/h3\u003e\n\u003cul\u003e\n\u003cli\u003e\n\u003cstrong\u003eIntake questionnaire\u003c\/strong\u003e — the full question set, field types, and a short intro the client reads first. Paste it into Google Docs, a Google Form, or a fillable PDF.\u003c\/li\u003e\n\u003cli\u003e\n\u003cstrong\u003eChecklists\u003c\/strong\u003e — a seller track and a client track for the first 14 days, laid out as a 2-page printable.\u003c\/li\u003e\n\u003cli\u003e\n\u003cstrong\u003eKickoff agenda\u003c\/strong\u003e — a 30–45 minute call: prep lists, a decision log, and a next-action table.\u003c\/li\u003e\n\u003cli\u003e\n\u003cstrong\u003eSix emails\u003c\/strong\u003e, in order, each with subject lines: welcome, intake request, kickoff scheduling, kickoff confirmation, post-kickoff summary, and a soft check-in around day 7–10. Send them in sequence, not as one blast.\u003c\/li\u003e\n\u003cli\u003e\n\u003cstrong\u003eHow to Use\u003c\/strong\u003e — the placeholders to replace, including [Brand Name], [Client Name], [Project Name], [Call Link], [Intake Form Link], and [Shared Folder Link].\u003c\/li\u003e\n\u003c\/ul\u003e\n\u003ch3\u003eHow you use it\u003c\/h3\u003e\n\u003cp\u003eReplace the brackets, put your logo on the welcome pages, and keep Canva or Docs as the master. Export a PDF when you are ready to send. The emails are workflow notes, not invoices and not a contract.\u003c\/p\u003e\n\u003ch3\u003ePage previews\u003c\/h3\u003e\n\u003cp\u003e\u003cimg src=\"https:\/\/cdn.shopify.com\/s\/files\/1\/1024\/7405\/5973\/files\/obsidian-cover.png?v=1790751436\" alt=\"Cover page preview\"\u003e\u003c\/p\u003e\n\u003cp\u003eCover\u003c\/p\u003e\n\u003cp\u003e\u003cimg src=\"https:\/\/cdn.shopify.com\/s\/files\/1\/1024\/7405\/5973\/files\/obsidian-page-welcome.png?v=1790751435\" alt=\"Welcome page preview\"\u003e\u003c\/p\u003e\n\u003cp\u003eWelcome page\u003c\/p\u003e\n\u003cp\u003e\u003cimg src=\"https:\/\/cdn.shopify.com\/s\/files\/1\/1024\/7405\/5973\/files\/obsidian-page-intake.png?v=1790751435\" alt=\"Client intake page preview\"\u003e\u003c\/p\u003e\n\u003cp\u003eClient intake page\u003c\/p\u003e\n\u003cp\u003e\u003cimg src=\"https:\/\/cdn.shopify.com\/s\/files\/1\/1024\/7405\/5973\/files\/obsidian-page-kickoff.png?v=1790751435\" alt=\"Kickoff checklist page preview\"\u003e\u003c\/p\u003e\n\u003cp\u003eKickoff checklist page\u003c\/p\u003e","brand":"Obsidian Code","offers":[{"title":"Default Title","offer_id":53924778803493,"sku":null,"price":19.0,"currency_code":"USD","in_stock":true}],"thumbnail_url":"\/\/cdn.shopify.com\/s\/files\/1\/1024\/7405\/5973\/files\/obsidian-page-welcome.png?v=1790751435"}],"url":"https:\/\/obsidiancode.net\/collections\/frontpage.oembed","provider":"Obsidian Code","version":"1.0","type":"link"}