About This Kit
✦ Launch Pricing — Limited Time
Stop Starting From Scratch.
Every Word Is Already Written.
Client onboarding kits with pre-written intake forms, service agreements, pricing tables, and 5 done-for-you email templates — tailored by niche. Download, add your name, send today.
Instant download · 30-day money-back guarantee · No subscription · $49.99 for all 5 kits
VettedArc Templates
Freelancer
Client Onboarding
Kit
Client Onboarding
Kit
Professional · Fully Editable · 20+ Pages
13 Sections
5 Email Templates
Questionnaire
Services & Pricing
Client Intake Form
Instant PDF download
30-day money-back guarantee
One-time payment, yours forever
Secure checkout via Stripe
Inside the Kit
Everything in One Document
From first hello to final handoff — 13 sections covering the entire client lifecycle.
1
Welcome & How to Use
A customizable welcome letter with copy prompts to help you introduce yourself and set a professional tone immediately.
2
About Me / Your Team
Your story, expertise checklist, and quick reference card. Clients hire people — this helps them trust you faster.
3
Services & Pricing
Three-tier package cards (Starter, Core, Premium) with deliverables, timelines, and pricing. Fully editable for any niche.
4
Project Timeline & Process
A 6-step visual process map from inquiry to final delivery — so clients know exactly what to expect and when.
5
Client Expectations
Covers feedback timelines, revision scope, content delivery, and decision authority — before the project starts.
6
Client Intake Questionnaire
2-page questionnaire covering business details, project goals, brand style, and logistics. Designed to replace the "20 emails before kickoff."
7
Communication Guidelines
Response times, preferred channels, scheduling tools, file sharing — all in one reference section that prevents "quick call?" ambushes.
8
Payment Terms
Deposit policy, payment schedule, accepted methods, late fees, rush charges, refund policy, and scope change rates.
9
FAQ (Pre-Written)
8 answered questions covering revisions, ownership, rush work, NDAs, retainers, cancellations, and more.
10
5 Done-For-You Emails
Inquiry response, kickoff confirmation, check-in update, deliverable submission, and project completion — ready to send today.
11
Offboarding Guide
Closeout checklist, access handoff steps, and a section on converting one-time clients into retainers and referrals.
12
Testimonial Request
A plug-and-play review request card with prompts for clients who "don't know what to write" — and a sample testimonial structure.
Email Templates
5 Emails.
Every Stage Covered.
Most freelancers spend 30–60 minutes writing each client email from scratch. These templates are ready to copy, customize, and send. That's hours back in your week.
1
Initial Inquiry Response
Respond to new leads professionally in under 2 minutes
✓
2
Project Kickoff Confirmation
Summary, timeline, deposit receipt, and action items — all in one
✓
3
Mid-Project Check-In
Progress update that keeps clients informed and builds trust
✓
4
Deliverable Submission
Present your work professionally and guide feedback clearly
✓
5
Project Completion & Offboarding
Close projects cleanly and plant seeds for future work
✓
Who It's For
Built for Every Type of Freelancer
The kit is generic by design — customize it for your niche in minutes.
Social Media Managers
Handle brand voice questionnaires, content approval processes, and monthly reporting discussions from day one.
Freelance Writers & Copywriters
Align on tone, audience, revision scope, and word-count expectations before a single word is written.
Designers & Illustrators
Cover brand assets, file formats, revision rounds, and ownership rights — no more ambiguous "one small change."
Virtual Assistants
Define working hours, communication channels, task scope, and escalation paths from the start of every engagement.
Freelance Bookkeepers
Establish data security protocols, access authorizations, pricing tiers, and scope boundaries before touching a single transaction.
Client Onboarding Kits
Everything You Need to Land and Keep Better Clients
13 pre-written sections, 5 email templates, intake form, and service agreement — per niche. Pick your kit below.
⭐ Best Value — All 5 Kits
5 Onboarding Kits
Complete Bundle
Complete Bundle
82 pages · 5 niches · 25 email templates · $49.99
All 5 Kits Included
Complete Freelancer Bundle
— SMM + VA + Designer + Bookkeeper + Copywriter
— SMM + VA + Designer + Bookkeeper + Copywriter
Social Media Manager Kit (17 pages)
Virtual Assistant Kit (17 pages)
Graphic Designer Kit (17 pages)
Freelance Bookkeeper Kit (17 pages)
Freelance Copywriter Kit (14 pages)
$49.99
$84.95
Save $35 vs. buying individually
Get the Bundle — All 5 Kits
Instant PDF download · 82 pages · 25 email templates · 30-day money-back guarantee
Social Media
Manager Kit
Manager Kit
17 pages · $16.99
Available Now
Social Media Manager Onboarding Kit
17 pages: retainer packages ($500–$2,500/mo), content calendar, platform strategy, approval workflow, analytics template, and 5 SMM email templates. Fill in your name and rates.
✓ 3-tier retainer package table ($500–$2,500/mo)
✓ Content calendar + approval workflow
✓ Platform strategy (Instagram, Facebook, LinkedIn, TikTok)
See all 17 pages →
Virtual Assistant
Onboarding Kit
Onboarding Kit
17 pages · $16.99
Available Now
Virtual Assistant Onboarding Kit
17 pages: scope of work, weekly workflow, tool checklist, communication protocols, NDA-style agreement, escalation paths, and 5 VA-specific email templates. Ready to send.
✓ Weekly workflow + task management framework
✓ Tool access checklist (16 apps)
✓ Communication protocols + escalation paths
See all 17 pages →
Graphic Designer
Onboarding Kit
Onboarding Kit
17 pages · $16.99
Available Now
Graphic Designer Onboarding Kit
17 pages: creative brief, revision policy, IP rights clause, file delivery specs, service agreement, and 5 designer-specific email templates. Ends "one small change" disputes.
✓ Creative brief + revision policy (2 rounds included)
✓ IP rights clause + file delivery specs
✓ Full service agreement ready to sign
See all 17 pages →
Freelance Bookkeeper
Onboarding Kit
Onboarding Kit
17 pages · $16.99
Available Now
Freelance Bookkeeper Onboarding Kit
17 pages: 4-tier pricing, financial data access form, data security policy, service agreement, 7 FAQ responses for common objections, and 5 bookkeeper email templates.
✓ 4-tier pricing table ($200–$1,500/mo retainer)
✓ Financial data access + security policy
✓ 7 FAQ responses for common objections
See all 17 pages →
Freelance Copywriter
Onboarding Kit
Onboarding Kit
14 pages · $16.99
Available Now
Freelance Copywriter Onboarding Kit
14 pages: Brand Voice Brief, Content Brief, kill fee clause, revision policy, service agreement, FAQ with AI-generated answers, and 5 copywriter email templates. Fully fillable.
✓ Brand Voice Brief + Content Brief templates
✓ Kill fee clause + revision policy
✓ FAQ with AI-generated starter answers
See all 14 pages →
Customer Success
Manager Kit
Manager Kit
13 pages · $16.99
Available Now
Customer Success Manager Onboarding Kit
13 pages: Client Success Plan template, health score framework (Green/Yellow/Red), 60-min QBR agenda, escalation playbook, 180-day renewal timeline, and 5 CSM email templates.
✓ Client health score framework (4 categories)
✓ 60-min QBR agenda with talking points
✓ 180/90/60/30-day renewal timeline
See all 13 pages →
Digital Asset
Manager Kit
Manager Kit
$14.99
Available Now
Digital Asset Manager Onboarding Kit
Everything a digital asset manager needs to run structured client engagements: folder structure templates, access protocols, naming conventions, and a full onboarding workflow.
✓ Folder structure templates for 4 file types
✓ Naming convention guide + examples
✓ Full client onboarding workflow
See all pages →
What Buyers Say
Real Feedback from Real Freelancers
Verified buyers share their experience with VettedArc kits.
★★★★★
"
Clean, polished, definitely recommend.
★★★★★(5)
"
Very organized, clean, and polished.
Your next client is waiting.
Stop making them wait on cobbled-together docs.
Every word is already written. 13 sections, 5 email templates, intake form, service agreement — all done. Download, add your name, send today. 30-day guarantee if it's not right.
🔥 Launch pricing — $49.99 for all 5 kits (was $84.95)
Get Your Kit — Start Onboarding Today
VettedArc-Freelancer-Kit-Sample.pdf">↓ Download Free Sample First
Instant download · 30-day money-back guarantee · Yours forever · No subscription
What Buyers Say
Real Feedback from Real Freelancers
★★★★★
"
Really helpful kit for freelancers who want to look more professional with clients. Everything is super organized and easy to use — from onboarding emails to pricing, revisions, and the creative brief. It saves a lot of time and makes the whole process feel way more put together. Clean, polished, definitely recommend.
Free Resource
Free checklist + 10% off your first kit
Get our "5 Things Every Freelancer Forgets in Onboarding" PDF — plus a discount code for any kit, straight to your inbox.
✓ Free 1-page PDF checklist
✓ 10% off coupon code
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