Digital Bundle · 4 Templates

Client Onboarding Kit

Turn new client chaos into smooth starts — a complete set of templates to welcome, align, and deliver for every new engagement.

5-email welcome sequence 20-item project kickoff checklist Scope agreement + feedback form

$27 one-time · keep forever

Buy on Gumroad →

Instant delivery · 30-day guarantee

What you get

Four templates, zero awkward starts

Every template is plug-and-play: fill in your details, send it out, and get every new client relationship off to a professional, clear, low-friction start.

📧

Welcome Email Sequence

A 5-email plug-and-play sequence — the intro, the logistics breakdown, the "how we'll work together" outline, the feedback ask, and the "check-in at 30 days" touchpoint.

5 emails · copy-paste format

✅

Project Kickoff Checklist

A 20-item checklist covering everything from contract signing and deposit collection to file sharing setup and first deliverable review. Never miss a first-meeting step again.

20 items · PDF + Notion

📝

Scope Agreement Template

Clear terms on what's in scope, what's not, revision rounds, payment schedule, and kill-fee clause. Protects you and the client from scope creep and payment surprises.

editable · PDF + Notion

💬

Feedback Form Template

A structured client feedback form to gather input at project milestones and close. Replaces awkward "how am I doing?" emails with a clean, professional survey.

Google Forms · editable

Why this works

Stop winging the first week

The first few days with a new client set the tone for the whole relationship. This kit gives you a proven system — so you show up structured, professional, and ready instead of scrambling to figure out what comes next.

Designed for any service-based freelancer — design, writing, dev, consulting, coaching
Copy-paste email templates — no need to write from scratch
Clarifies expectations on both sides before work begins
Protects you with a clear scope agreement before scope creep starts
Instant download — send your first welcome email the same day

$27 4 templates · PDF + Notion Get the Kit →

Is this for you?

Built for the freelancer who...

✓ Wants every new client to feel like a professional, structured engagement — not a cold start
✓ Has had a project go off the rails because expectations weren't set clearly enough upfront
✓ Sends a welcome email and then wonders "what now?" for the first week
✓ Needs a scope agreement that's clear enough to reference when things get fuzzy
✓ Wants feedback from clients but has no clean way to ask without it being awkward

$27

4 templates · PDF + Notion

Get the Kit →

Questions?

What format are the templates?

The welcome emails are plain text you copy into any email client. The checklist, scope agreement, and feedback form come as both PDF and Notion templates — use whichever you prefer.

Can I edit and customize the templates?

Yes — they're fully editable. Fill in your name, brand voice, process details, and send. The scope agreement in particular should be reviewed by a lawyer before you use it as a binding contract.

Is this for a specific type of freelancer?

No — the templates use generic "client" and "project" language, so they work for any service-based freelancer: designers, developers, writers, consultants, coaches, VAs, and more.

Can I see a preview before buying?

The Gumroad page has a preview of the checklist and scope agreement template. You can see the structure before you buy.

What if it doesn't fit my process?

30-day refund, no questions asked. Email sellstack@polsia.app within 30 days of purchase.