Onboard new clients without chaos.
A client onboarding system that standardizes how new projects start — from signed proposal to first deliverable review.
The problem
Most web designers and small agencies price projects by instinct, comparison, or guesswork. Without a system, scope creep erodes your rate, underquoting becomes normal, and you discover margin problems after the project is already running.
This tool gives you a structured way to turn what you know about a project into a defensible quote — before you send the proposal.
What Web Agency Client Onboarding OS does
Client Intake Form
Collect logos, brand assets, access credentials and project preferences in one place.
Onboarding Checklist
Track every setup step — hosting, CMS, analytics, email — so nothing is missed.
Milestone Tracker
Define onboarding milestones and due dates to keep the project start on schedule.
Welcome Packet Generator
Produce a client-ready welcome document covering process, timelines and communication norms.
Web Agency Client Onboarding OS
One-time payment. No subscription.
License
Single-user commercial license. Use for your own projects. Do not redistribute.
Delivery
Digital download. Access your files immediately after payment. Delivery policy
Refunds
Due to the digital nature of these products, refunds are limited. Refund policy
Frequently asked questions
What formats are included?
Excel workbook, PDF documentation, ZIP package. All files are delivered as a downloadable ZIP package.
Is this a subscription?
No. This is a one-time purchase. You pay once and download the files. There are no recurring charges.
Can I customize the files for my own use?
Yes. You can modify the files for your own projects and workflow. The license restricts redistribution, not personal customization.
Can an agency use these internally?
Yes. A single-user commercial license covers one person. If multiple team members need separate copies, purchase additional licenses.
Can I resell the files?
No. Redistribution or resale of the original or modified files is not permitted under the license.
Do they work in Google Sheets?
The workbooks are built in Excel. Google Sheets compatibility has not been independently verified. Excel is recommended for full functionality.
How are downloads delivered?
After successful payment, you receive a secure download link on the confirmation page and via email. The link expires after 7 days with reasonable download limits.
What happens if my payment succeeds but the download page fails?
Check your email — the download link is also sent there. If you still have trouble, contact support for manual assistance.