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40% off$10K/Month Income Planner
Stop guessing your income. Start planning it.
Original price$34, price with code TBW40$20.40
40% off
PlannersGet It On Gumroad
Client Onboarding Planner
Stop starting projects with chaos. Start with clarity.
The Client Onboarding Planner is a step-by-step system for taking a new client from signed contract to kickoff. It is for freelancers and small agencies who onboard clients often.
Original price$34, price with code TBW40$20.40
Secure checkout via Gumroad. Instant download. 30-day refund.
- Instant Download
- Lifetime Access
- No Subscription
The contents
What's Inside
- A step-by-step onboarding flow from signed contract to kickoff
- Welcome and kickoff checklists so nothing gets missed
- Client intake questions to collect everything upfront
- Timeline and milestone planning pages
- A communication plan: who hears what, and when
The fit check
This Is For You If
- Your first week with a new client is mostly chasing information
- You want clients to feel looked after from day one
- You onboard clients often enough that it should be a system by now
How it works
Three steps. No setup project.
1. Download
Check out on Gumroad with code TBW40. Your download link arrives by email right away.
2. Fill in your details
Swap in your name, offer, and numbers. The structure is already done.
3. Use it
Run it yourself or hand it to your team. Same process, every time.
Questions
Before you buy.
Short answers. More in the full FAQ.
Contract and payment confirmed, intake questions answered, files and logins collected, a kickoff scheduled, and an agreed way to communicate. The planner has checklists for each.
Check out on Gumroad with code TBW40 for 40% off. Gumroad emails your download link straight away, and the files stay in your Gumroad library.
Yes. Change the wording, add your logo, and adapt it to how you work. You just cannot resell or give away the files themselves. Not for you? Email within 30 days for a refund.
Ready when you are
Skip the build. Plug it in.
Original price$34, price with code TBW40$20.40
Not for you? Email within 30 days for a full refund.
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