An English kit of ten client onboarding and delivery worksheets for freelancers and small studios, supplied as editable PPTX files built for Canva import, static A4 PDFs, five email scripts and a materials register. Each worksheet comes blank and completed with a fictional brochure project. One-time digital download.

The problem it solves

Projects start with unclear scope, missing materials and undocumented changes, and end without a clear record of what was delivered and what is still open.

Who it is for

Freelancers and small studios who deliver client projects and want a repeatable way to collect inputs, agree scope and close the project.

What you get

• Ten worksheets cover the whole sequence: welcome kit, client brief, scope and revision plan, materials list, responsibilities, kickoff notes, change log, delivery checklist, handoff note and project close
• Every worksheet is included twice: blank for your own projects and completed with a fictional example to show how to fill it in
• The materials page gives each item one owner, a due date and a status, so missing inputs stay visible
• Five email scripts (welcome, materials request, missing-input follow-up, change request, handoff) to adapt and send manually
• Static A4 PDFs for reading or printing, plus a CSV register for extra materials

How you use it

1. Download and extract the ZIP, keep the originals as a backup and read the EXAMPLE PDF to see the sequence.
2. On desktop, import MAXORI-Client-Onboarding-BLANK.pptx into Canva with Upload your own material. This is a file import, not a Canva template link.
3. Duplicate the design for each client, replace [YOUR BUSINESS] and the other bracketed answers, and remove the pages you do not need.
4. Download your edited design as a PDF from Canva and share that PDF with the client, not the original template files.
5. Use the email scripts and the materials register alongside the worksheets, and send messages yourself.

Questions