Client Onboarding OS (Notion) Portal + Intake + Kickoff
Onboard clients in 24 hours — without chaos.
A clean, client-facing Notion portal + intake + kickoff checklist that makes you look premium from day one.
👉 Live demo / waitlist:
https://zigzag-run-453.notion.site/Landing_Waitlist-24dd619605ac80c6a2ccdfc8fd136298?pvs=143
What you get
- Client Portal (shareable page for contracts, payments, assets, timeline)
- Intake Form (10–12 minutes; captures scope, deadlines, brand assets)
- Kickoff Checklist (pre/during/post) + 3 mini SOPs
- 1-minute Loom script to onboard clients
- Quick-start guide (copy → brand → send)
Outcomes (48–72h)
- One shared source of truth
- Faster starts, fewer emails/DMs
- You look organized and premium
Who it’s for
Freelancers, creators, and small agencies who want a smooth, repeatable onboarding flow.
How it works
- Duplicate the templates and add your logo/colors
- Send the intake link to collect assets + approvals
- Run a 30-minute kickoff with the checklist + Loom walkthrough
Pricing & guarantee
- Launch price: $39 (list $99)
- Guarantee: 7-day “show your work” refund (try it; if it’s not useful, we’ll help or refund)
License
Single-user license. Use with unlimited clients; redistribution/resale of the templates is not allowed.
What you get Client Portal (shareable page for contracts, payments, assets, timeline) Intake Form (10–12 minutes; captures scope, deadlines, brand assets) Kickoff Checklist (pre/during/post) + 3 mini SOPs 1-minute Loom script to onboard clients Quick-start guide (copy → brand → send) Outcomes (48–72h) One shared source of truth Faster starts, fewer emails/DMs You look organized and premium Who it’s for Freelancers, creators, and small agencies who want a smooth, repeatable onboarding flow.