Arete IO unifies strategy, content, marketing, AI support, clients, audits, and pricing across 74 pages for flexible growth and business work.

Client operations · starter kit

Simple Client Intake + Onboarding Kit

Move a client from yes to project-ready without turning onboarding into a giant questionnaire. Use only the modules your service needs, collect the minimum necessary information, establish safe access, and make blockers visible before work begins.

Scope boundary: the existing DIY guide teaches how to build the intake form itself. This Kit handles the broader workflow: what to collect, welcome, assets, safe access, communication, kickoff, responsibilities, first milestone, blockers, and project-ready handoff.

Profession or service typeClient / businessProject

Adapt this Kit: Choose only the intake, assets, access, communication, approval, and milestone fields that directly support the agreed work.

1. Client Welcome

Use this as a reusable framework, not legal language. A welcome message does not replace a contract or statement of work.

What happens nextExpected timelineWhere communication happensWhat the client needs to provideWhat the service provider will doWhen work actually begins

Optional continuation

The Kit is complete enough to use outside AREHTÉ.

Copy or download the finished summary and use it in your own workflow. If you later want deeper learning, ongoing support, or execution help, those are separate choices rather than requirements for completing onboarding.

Free Business Growth Assessment Business Packs & Specialist Sessions