Client Onboarding Pack - preview of the pages

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Client Onboarding Pack | Contracts, Briefs and Welcome Docs

Name: Client Onboarding Pack | Contracts, Briefs and Welcome Docs
Brand: WorksheetJar
SKU: BIZ-012
Price: 99 INR
Availability: InStock

Everything a freelancer needs to start a client properly: proposal, contract, brief, welcome pack, invoice and a project sign-off form.

₹99

14 pages, which works out at ₹7 a page. No sale price, no countdown - this is just what it costs.

Drawn for this shop — not a stock pack resold by fifty other sites
A4 and US Letter, laid out twice over — not one file scaled to fit
The download link appears the second your payment clears
Print as many copies as you need, for as long as you need them

Digital files, so an order cannot be returned once the download has been sent. Read the refund policy and the licence terms before you buy.

Goes well with this

Project Management Templates | Plan, Task Tracker, Timeline and Status Report
7 pages · ₹99

Small Business Bookkeeping Sheet | Excel Cash Book, Sales and Expenses
7 pages · ₹99

Invoice Template Pack for Small Business | 8 Layouts
12 pages · ₹99

All three together come to ₹297. Nothing is ticked until you tick it.

Pages: 14 pages
Formats: PDF, DOCX
Paper sizes: A4, US Letter
Delivery: Instant download
Licence: Personal + business use

What you get

Printable PDF pack
1 editable DOCX with all six documents
Enquiry form, including the budget question most people leave out
Discovery call notes sheet
Welcome letter, ready to send once they say yes
Creative brief, the document both sides sign off
Kick-off checklist and a handover and close page
A low-ink greyscale copy of the A4 pages, to save printer ink

Why buyers like it

Ordered from enquiry through to sign-off
Contract covers scope, revisions and ownership
Change request form for scope creep
Welcome document setting expectations
Fully editable in Word
Starting points, not legal advice

About this printable

Most freelance problems trace back to a vague start. This pack fixes the beginning of a project, where scope, money and expectations are either agreed or left to be argued about later.

It runs in order: an enquiry form to qualify the work, a proposal template, a contract covering scope, payment terms, revisions and ownership, a creative brief, and a welcome document explaining how you work. Then the running of it: change request forms, invoices, and a sign-off sheet that ends the project formally.

Everything is editable in Word so it carries your own name and terms. Sixty two pages, A4 and US Letter. These are professionally written starting points, not legal advice - have a local lawyer review anything you rely on.

Better value

This pack is also in the Small Business Template Bundle, with 4 more packs · save 45%

A small business template bundle with invoices, proposals, contracts, a pitch deck outline and a client onboarding pack in one consistent system.

70 pages · PDF, DOCX, XLSX, ZIP · normally ₹545

See the bundle · ₹299

Downloading and printing

How does the download work?

Pay and the files are yours straight away. A download link appears on the confirmation page and the same link is emailed to you, so nothing depends on you staying on the site. Links stay live for 72 hours and each file can be downloaded up to 5 times, so save it to your own device on the first go. Full walkthrough: how to download.

Printing tips for the best result

Print at 100% or "actual size" rather than "fit to page", otherwise the margins shift and the pages stop lining up. A4 and US Letter are both included, so pick whichever your printer is loaded with. Plain paper is fine; use thicker paper for pages you will write on every day or keep for a long time.

What the licence allows

You may use these templates for yourself and inside your own business: edit them, add your name and details, and print or send the finished documents to your own clients and customers. You may not resell, share or give away the template files themselves, or upload them where others can download them. Full wording: licence terms.

Refunds on digital goods

Because the file is delivered instantly and cannot be handed back, downloads are not refundable once the link has been sent. If a file will not open, is missing pages, or is not what this page described, contact us and we will fix it or refund you. The refund policy has the detail.

Questions about Career & Business Templates

What software do I need to edit them?

It depends on the format. DOCX files open in Microsoft Word, Google Docs or LibreOffice, XLSX files in Excel or Google Sheets, and SVG files in an SVG editor such as Inkscape, Illustrator, Affinity or Figma. Each product page lists the exact formats included.

Are the contract templates legally valid?

They are written starting points, not legal advice. Laws differ by country - have a local lawyer review them before signing anything important.