FREEClient work

Client Onboarding Kit

A simple welcome, scope and handoff workflow for service creators.

Free download

✔ Free to download✔ Instant access✔ No payment needed

About Client Onboarding Kit

A simple welcome, scope and handoff workflow for service creators.

This is a free client onboarding template from the NexShelfy library. Download it, open the file and adapt it to your own workflow.

Who it is for

Creators, freelancers and small businesses who want a ready starting point for onboarding new clients.

How to use it

Select Download and enter your name and email.
Open the file you receive.
Adapt the structure to your own work and keep what helps.

Good to know

Downloads are free. We ask for your name and email first and add your email to the NexShelfy newsletter list. Please read the terms of use before using a file in client work.

Questions

Is this really free?

Yes. There is nothing to pay. We only ask for your name and email before the download starts.

Can I use it for client work?

You can use it for your own projects and for internal work with your clients. Reselling or redistributing the file is not allowed.

Where do I find it again?

Select Save on this page, then open Saved in the header. Saved items stay in your browser and are linked to your account when you sign in.

Client Onboarding Kit

About Client Onboarding Kit

Who it is for

How to use it

Good to know

Questions

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