Stop Wasting Billable Hours on Chaotic Client Onboarding.
The 48-Hour Client Kickoff Kit is a practical client onboarding system built around checklists, intake templates, asset trackers, access request emails, and AI follow-up prompts — with Notion and Google Docs formats being tested with early users.
- ✓ Go from scattered emails to a streamlined system.
- ✓ Capture every asset, login, and detail you need.
- ✓ Start projects faster and impress clients.
Select ‘Yes’ to the feedback call question in the form.
Join the Early Access List
Answer 5 quick questions and help shape the kit. No payment required.
- ✓ Takes less than 2 minutes
- ✓ No payment required
- ✓ Helps decide Notion vs Google Docs format
You’ll be redirected to a short Google Form. Responses are stored in Google Sheets for this validation test.
Is This Your Onboarding Reality?
You landed the client. The contract is signed. Then, the chaos begins.
The True Cost of a Messy Kickoff
It's a direct threat to your reputation and profitability.
Delayed Delivery & Upset Clients
A Weak First Impression
Lower Client Confidence
Administrative Burnout
Higher Risk of Scope Creep
Pervasive Project Confusion
Introducing The 48-Hour Client Kickoff Kit (Early Access)
This is a complete, plug-and-play system of checklists, templates, and prompts. We are building this kit based on feedback from consultants like you. Join the early access list to help us shape the final product.
What’s Planned Inside
Select ‘Yes’ to the feedback call question in the form.
Who It’s For
- ✓ Solo marketing consultants
- ✓ Freelance marketers
- ✓ Small agency founders (1-5 people)
- ✓ Consultants selling retainers, audits, ads, SEO, etc.
Who It’s Not For
- ✗ Large agencies with complex workflows
- ✗ People who want a full SaaS solution
- ✗ People who want a done-for-you service
- ✗ People without recurring client projects
Pricing
$49
Planned one-time launch price. The waitlist is free.
Join the early access list for free. No payment is required. Early-access members may receive a special launch discount.
Frequently Asked Questions
Is this a SaaS?
No, it's a digital kit of templates, checklists, and processes designed to be lightweight and integrate with your existing tools.
Is it built in Notion?
We are planning a Notion version, but also exploring Google Docs and other formats based on early access feedback.
Will there be a Google Docs version?
Yes, a Google Docs version is highly likely.
Is this for freelancers or agencies?
It's for solo freelancers and very small agencies (1-5 people).
Does it include AI prompts?
Yes, a small, practical set of AI prompts for writing professional follow-up emails.
Does it replace HoneyBook or Dubsado?
No. The kit does not replace HoneyBook or Dubsado. It complements existing CRMs by focusing on kickoff readiness, client intake, asset collection, access requests, and scope clarity before project execution starts.
Can I use it with my existing tools?
Yes. The kit is designed to be tool-agnostic, providing checklists and templates that you can use with your existing project management software, CRM, or note-taking apps like Notion, Google Docs, ClickUp, or Airtable.
What happens after I join early access?
You will receive an email confirming your spot. We will then send occasional updates, ask for your feedback on specific templates or ideas, and you will be the first to know when the kit is ready for launch. You may also receive a special discount.
When will it launch?
The launch date depends on feedback. Early access members will be the first to know.
Do I need to pay now?
No, joining the waitlist is free.
Select ‘Yes’ to the feedback call question in the form.