Aurelle Client Onboarding Kit | Fillable Intake Form, Brief, Invoice & Welcome Packet

Look professional from the very first email. Five ready-to-use templates that take a new client from 'yes' to kick-off smoothly.

• Client Intake Form: fillable PDF your client can type into and send back
• Project Brief: fillable PDF for scope, timeline, budget and sign-off
• Invoice & Quote template (Excel / Google Sheets) with automatic totals, tax, discount and due date
• Welcome Packet (Word / Google Docs), fully editable
• Onboarding checklist, 8 email scripts, kick-off agenda and client tracker (printable PDF)

Format: one .zip download with PDF, XLSX and DOCX files. Works with Adobe Reader, Excel, Word, Google Docs and Google Sheets.

Digital product only, nothing is shipped. Instant download after purchase.

Templates only, not legal documents. Have contracts and terms checked by a lawyer in your country.