What this template is for

Run the same, polished onboarding with every new client — no more chasing assets over WhatsApp or forgetting to book the kickoff call. Your client gets one link, follows five steps, and you only need to review.

Who it's for

• Marketing, branding or creative agencies onboarding a new retainer.
• Freelancers who want to look as organized as a 50-person agency.

What happens in each step

1. Intake form — client fills in company details, goals, deliverables.
2. Kickoff call — auto-scheduled via Google Meet once the intake is submitted.
3. Brand assets — client uploads logo, fonts, brand guide to Drive.
4. Access & credentials — client shares social / ad accounts you need.
5. Sign-off — you approve, flow marks as complete, and the real work starts.

Tips

• The kickoff call creates the Meet event in your personal calendar (not the org's), so it doesn't contaminate shared agendas.
• The Drive folder auto-creates Booflow/Client Onboarding/ structure.