Client Onboarding OS — Pro

Stop Messy onboarding.

If your first week with a client feels scattered (files, scope, dates), this Notion OS fixes that. You’ll share one clean portal on day one, collect everything with a 10–12 minute intake, and run a tight 30-minute kickoff.

👉 Live product page: https://humosync.gumroad.com/l/ClientOnboardingOSNotion

What’s inside (Core)

• Client Portal (shareable) — Project Summary, Quick Links, Timeline

• Intake Form — captures scope, assets, deadlines in 10–12 minutes

• Kickoff Checklist — pre/during/post steps

• 3 mini SOPs — proposal→invoice, files & access, project setup

• Meeting Notes template — agenda, decisions, actions

• Start-Here PDF — duplicate links + 10-minute quick setup

Results you can expect (48–72h)

• One source of truth for you and the client

• Fewer emails/DMs; faster starts

• You look organized and premium

How it works

1) Duplicate the templates and brand them (logo/colors)

2) Send the intake link; collect assets and approvals

3) Run a 30-minute kickoff using the checklist; record a 1-minute Loom walkthrough

4) Share the portal and next steps

Pricing

• Core — $39 (list $99)

• Pro — $89 (recommended): Core + 3 micro videos + Client Email Pack (10) + Offboarding template + Permissions checklist (PDF)

FAQ (short)

• Do clients need Notion accounts?

No. Share a public view link for read-only, or invite their email for private access.

• How fast can I set it up?

30–60 minutes to duplicate, brand, and paste your links.

• Can I use with multiple clients?

Yes — single-user license, unlimited clients. (No reselling the templates.)

• Refunds?

7-day “show your work” guarantee.

👉 Get the OS: https://humosync.gumroad.com/l/ClientOnboardingOSNotion