# New client welcome packet — fill-in-the-blanks outline

Target length: one to two pages. Past that, it stops being read.

## 1. Welcome

> Hi [Name] — we're really glad you're here. We can't wait to start on
> [the specific thing you're building]. This short guide covers how we'll
> work together and what happens next.

## 2. Who's who

- **[Name]**, [role] — your main contact for [what]
- **[Name]**, [role] — handles [what]

(Solo? One line: "You'll work directly with me on everything.")

## 3. How we work together

- **Where:** day-to-day communication happens in [email / Slack / portal]
- **Response time:** we reply within [one business day]; feedback from you
  within [three days] keeps the timeline intact
- **Feedback:** revisions are requested via [method]; [N] rounds included;
  [name] has final say
- **Urgent:** [what counts as urgent] — flag it by [method]

## 4. Timeline

| Milestone | Date | Depends on |
| --- | --- | --- |
| [Kickoff] | [date] | Onboarding complete |
| [First review] | [date] | [Your assets received by (date)] |
| [Launch/delivery] | [date] | [Feedback within 3 days of review] |

(The "depends on" column is the quiet hero — it makes the client's role in
the schedule visible before any delay happens.)

## 5. What we need from you

Everything is in one place: **[onboarding link]** — takes about [20] minutes.

## 6. Money and policies

- Invoices: [schedule] · payment due [terms] · methods: [list]
- Late payments: [policy in one plain sentence]
- Pausing or cancelling: [policy in one plain sentence]

## 7. Your one next step

> Complete your onboarding here: [link]. Once that's in, we'll confirm the
> kickoff and get moving.

**Don't add:** awards, testimonials, service menus — that's pre-sale
material, and its presence tells the reader this is a brochure.

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From the Onvoy blog: https://onvoy.app/blog/new-client-welcome-packet
Make the packet the front door of onboarding itself: https://onvoy.app