Toolkit
Client Onboarding Toolkit
by Lem Digital · added 7 Aug 2026
Twelve editable documents that take a new client from "yes" to kickoff without a single awkward email — contracts, questionnaires, welcome pack and invoice templates.
What is inside
· 12 editable documents (Google Docs, Word and Notion versions)
· Service agreement and one-page contract
· Client discovery questionnaire
· Welcome pack and kickoff agenda
· Invoice and payment-reminder templates
· A handover checklist for project close
Free preview
Document 3 — The discovery questionnaire
Send this before your kickoff call, never during it. A client who has already written down their answers arrives at the call with a decision instead of a brainstorm.
1. In one sentence, what should this project make possible that is not possible today?
2. Who signs off? Name the single person who can say "ship it".
3. What have you already tried, and what did it cost you?
4. What does failure look like in six months?
5. Which of these matters most: speed, cost, or polish? Pick one...
The full file unlocks immediately after payment.
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