Client Onboarding Pack Template
Download a ready-to-edit welcome kit that covers portal access, payment terms, and next steps—you only need to drop in your contact info.
What’s inside
welcome-letter.md
Welcome letter
Set expectations and share portal links.
portal-instructions.md
Portal instructions
Guide customers through the Toolfy portal.
payment-terms.md
Payment terms
Outline deposit schedule, accepted methods, and late fees.
Roll it out in four steps
- Download the ZIP and drop the files into Google Docs or Word.
- Swap the placeholders ( {{company_name}}, {{contact_phone}} ) for live values.
- Upload PDFs to the Files tab of your first job or share via the customer portal.
- Add a link to the welcome letter inside your automated reminders so every customer gets it instantly.
Bonus: attach the payment terms PDF to every quote so customers see it before approving.