New Client Bundle
New Client Bundle
Welcome every new client the same professional way, from the first email to the 30-day check-in.
Clients decide whether you're organised in the first week. The New Client Starter Pack gives you the three client-facing templates that shape that first week: a welcome pack, an intake questionnaire and a ready-to-send email sequence. They're taken straight from the Sorted Suite Client Onboarding Package.
What's included: 3 templates
- Client Welcome Pack: a welcome letter template covering the client's account team, what happens next, what you need from them and every key date.
- Client Intake & Discovery Questionnaire: 15 questions on the client's business, current situation, goals, access and approvals. It also includes an unticked marketing opt-in box, so your mailing list is consent-based from day one.
- Onboarding Email Sequence: five ready-to-send emails, from the welcome email through kickoff, progress, go-live and 30-day feedback. Each one comes with a suggested subject line and send timing.
Ready for the full set?
The complete Client Onboarding Package adds the Service Agreement / Engagement Letter, a Kickoff Meeting Agenda, an internal onboarding checklist and two Excel trackers. Your $19 is credited in full when you upgrade. The code is in your download email.
Designed to be used, not just downloaded
- Click-and-type fields with date pickers and tickable checkboxes. All the wording stays fully editable.
- Written for Australian small businesses, with the Privacy Act 1988 (Cth) and the Spam Act 2003 (Cth) in mind.
- Each template opens with a short How to Use This Document guide naming the documents it connects to.
Format & delivery
- 3 Microsoft Word templates (.docx)
- Instant digital download after purchase. No physical product is shipped.
- Best used in Microsoft Word. The files can also be opened in Google Docs and Pages, though some formatting and fillable fields may vary.
These templates are a general guide only and do not constitute legal advice. Please confirm your privacy and marketing obligations before use.