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Operations / Digital download

Client Onboarding OS

$59.00 USD

Digital products. Review the product description for included files and delivery details. Contact support if you need help accessing an order.

Taxes, where applicable, are calculated at checkout.

Standardize the handoff from a confirmed sale to a prepared client kickoff.

Built for: Freelance designers, consultants, editors, and small creative studios onboarding clients.

Inside the download

  • Six-step field guide in HTML and editable Markdown
  • Offline guided workbook with text export and restorable JSON backup
  • Ready-to-adapt action kit: onboarding-messages-and-intake.md
  • Onboarding tracker in CSV format
  • Two task-specific AI prompts
  • Worked fictional example and quality checklist

What you will work through

  • Define the handoff trigger
  • Send the welcome message
  • Collect essential intake
  • Request assets safely
  • Run the kickoff
  • Close the onboarding stage

ZIP download. HTML opens in a modern browser; CSV opens in a spreadsheet app; Markdown opens in a text editor. No paid AI subscription is required to use the worksheets. AI assistance is optional. Single-business internal-use license; completed client-specific outputs are allowed, source-template redistribution is not. No software subscription, consulting, or guaranteed business outcome is included.

A closer look

Look inside the system.

Selected excerpts from the actual product. The full download includes the complete guides and editable files listed in the product description.

Actual guide excerptStep 1 · Define the handoff trigger

Begin onboarding only after your business has recorded the required agreement and payment status. Record who verifies each requirement. This kit does not supply a legal contract or replace professional advice about your agreements.

Your output: Record the decision, evidence, and next action in the workbook.

Actual workbook starterYour first working notes
Agreement status:
Required payment status:
Verifier:
Readiness trigger:

Blank entries are template fields for your own project.

Actual working tableOnboarding tracker
Client referenceTaskOwnerDue dateStatusBlockerNext action
EXAMPLEConfirm scope and paymentProject ownerTemplate fieldPendingTemplate fieldTemplate field

Fictional example row. Empty cells are labeled “Template field” for this preview.

Actual action-kit excerpt · editable template1. Welcome email
Subject: Your [PROJECT NAME] — next steps

Hi [CLIENT NAME],

Thank you for choosing [BUSINESS NAME]. We have confirmed [VERIFIED AGREEMENT/PAYMENT STATUS], and I will be your project contact for [AGREED SCOPE].

To prepare for kickoff:
1. Complete the short intake at [INTAKE LINK] by [AGREED DATE].
2. Upload the approved assets listed at [ASSET CHECKLIST LINK] to [ACCESS-CONTROLLED FOLDER].
3. Confirm the project approver and the kickoff time at [BOOKING LINK OR PROPOSED DETAILS].

Please use [CHANNEL] for project questions. My usual response window is [ACTUAL WINDOW / BUSINESS DAYS / TIME ZONE]. Please …
Full download inventory7 files included
  • guide.html
  • guide.md
  • workbook.html
  • template.csv
  • prompts.md
  • LICENSE.txt
  • onboarding-messages-and-intake.md
Files and compatibility

See the product description for its complete file list. Standard kits include HTML, Markdown, and CSV files. A modern browser and a spreadsheet or text editor are sufficient; optional AI use may involve a separate service.

How you can use it

Single-business internal use, including finished client-specific outputs. Source templates, workbooks, and guides may not be resold, shared, sublicensed, or redistributed. The license included with your product governs use.

Need a hand?

For product questions or help accessing an order, email pluggmobilellc@gmail.com.

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