Your client onboarding shouldn't require a Xanax
You just got the "Yes."
The money is hitting your account. The client is excited. You are excited.
And then you spend 20 minutes doing that thing where you open a blank Gmail tab, stare at it, close it, and then make tea because you don't actually know which email to send first.
Contract? Welcome guide? Questionnaire? Invoice?
Most of us don't lose clients because our work is bad. We lose them because the first 48 hours feel like a scavenger hunt.
Hunting for the link. Hunting for the date. Hunting for the attachment you swore you attached.
It’s not that you're unprofessional. It’s just that you're unpracticed at the handshake part.
The "I swear I have a system" system
I started using the Client Onflow Email Pack because I was tired of apologizing.
"Sorry for the multiple emails!"
"Just realized I forgot to include..."
"Following up on this!"
You know who doesn't apologize? People with templates.
Not the 12-email automated sequence that takes a developer to install. Just the 5 emails that actually matter between "Yes" and "Let's begin."
What's actually in there
Five Google Docs.
Not PDFs. You can edit these, slap your logo on them, and make them sound like your brand.
Welcome & Next Steps – The "here's how this works" map.
Contract Sent – A polite nudge that isn't pushy.
Invoice Delivered – Zero guilt. Just clarity.
Pre-Session Questionnaire – The stuff you need to not look stupid in the session.
First Session Confirmation – Locks it down. No "Wait, was it Tuesday?"
Also included:
A PDF that walks you through customizing them in under 30 minutes. Plus a cheat sheet for Coaches, Consultants, and Designers—because a coach and a brand designer do not need to ask the same intake questions.
Who this is actually for
This is for the freelancer who has three clients and feels like they have three different personalities depending on who they're emailing.
It's for the coach who spends more time rescheduling discovery calls than actually coaching.
It's for the "I'll just whip something up real quick" person who always spends an hour tweaking the font.
$10 and a promise
You pay ten dollars. You stop guessing.
Your next client gets a version of you that isn't scattered. You look like you've done this before. They relax. You relax.
That's the whole thing.
P.S. The "First Session Confirmation" template alone has saved me from three "Oh, I thought it was NEXT week" emails this quarter. It pays for itself in awkwardness avoided.
