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Welcome Package Template

Create a professional client onboarding package with a task checklist, resource links, and primary contacts — then send a shareable link your client completes online.

SSL encryptedShareable client linkTask completion trackingNo credit card

Fill in your package details

Minimum required: client name, email, service description, and one contact. Tasks are pre-filled with smart defaults.

Client details
Primary contact
Onboarding tasks

Tasks the client must complete. Required tasks block completion until checked off.

Resources (optional)

Links and documents the client will need during onboarding.