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Client Onboarding Writer

Turn a signed proposal into a complete client onboarding packet in 30 minutes: welcome letter, 12-question intake, access checklist, dated timeline with client homework, deposit-first payment schedule, and working rules that stop scope creep before it starts. The packet gets the deposit paid, the intake returned, and the kickoff booked — before any billable work starts.

Claude Code · Codex · Cursor · Copilot +3

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