Client onboarding materials
Give every new client a clear place to start.
- Brand files
- Website copy
- Product images
- Approved links
- Project contact
- 01 Welcome 2
- 02 What to prepare 3
- 03 Project contacts 4
- 04 Next steps 5
Welcome guides, intake forms and resource checklists built around the way your service business works.
Client start pack
- Welcome guide
- Intake questionnaire
- Resource checklist
Make the next steps easier to follow.
Starting a project often means sending the same instructions, requesting missing files and answering familiar questions. Avontri brings those starting points into a clear set of materials your clients can refer to.
Three documents, each with one job.
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Welcome Guide
Explain what happens next.
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Intake Form
Ask for the right project information.
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Resource Checklist
Keep useful instructions in one coordinated pack.
Choose one document or the whole pack.
We turn project requirements, existing notes and brand assets into clear welcome guides, intake questionnaires and practical resource checklists.
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Coordinated Client Start Pack
A welcome guide, an intake questionnaire and a resource checklist designed to work together.
- One shared structure
- Consistent wording across the documents
- Design in your house style
- Link checking and handover of the materials
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Client Welcome Guide
A branded guide covering how your project starts, what your client needs to prepare and where to find the agreed next steps.
- Structuring the agreed text
- A cover and inner pages
- Contacts and useful links
- A PDF and an agreed editable source file
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Project Intake Form
A focused questionnaire that collects the information your team needs before work begins.
- The logic of the questions
- Grouping of the fields
- Clear explanations beside them
- Required fields and a confirmation screen
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Client Resource Checklist
A clear checklist of the files, decisions and details a client needs to provide for an agreed project.
- Categories of materials
- How each kind of file should be supplied
- Explanations and the order of steps
- A PDF and an agreed editable document
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Existing Pack Refresh
A practical update to welcome documents and questionnaires that have become inconsistent or difficult to use.
- Working from the pack you already have
- Reworking its structure and design within the agreed scope
A refresh is a single piece of work, not ongoing support or a subscription.
Full scope of Existing Pack Refresh
Illustrative samples — created to show possible formats, not client work.
See the formats before you decide.
A guide, a questionnaire and a checklist, written as if for a small web studio, to show how each document can read and look.
How it works
Four stages, the same for a single checklist as for a full start pack.
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Share your current process
Tell us what your service involves and what you need from a new client.
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Agree the deliverables
We define the documents, any form setup, the file formats and the project scope.
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Prepare and review
We organise your content, design the materials and review them with you against the agreed brief.
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Receive your materials
Receive the agreed digital files and a handover for any form setup included in the project.
Quoted around your project.
The cost depends on the documents you need, the amount of content to organise and any agreed form setup. Send a short outline of your current process to request a project quote. The scope, deliverables, revision allowance, schedule and payment terms are agreed before work starts.
Discuss your projectProject quote
Prepared after your outline
- Scope
- Agreed with you in writing
- Deliverables
- Agreed with you in writing
- File formats
- Agreed with you in writing
- Revision allowance
- Agreed with you in writing
- Schedule
- Agreed with you in writing
- Payment terms
- Agreed with you in writing
- Price
- The full amount, with any taxes that apply included
Questions before you start
Anything else, ask with your outline.
Who is this service for?
Small service businesses that need clearer welcome materials, project questionnaires or client resource checklists.
Do we need existing documents?
Existing documents are useful, but you can also provide notes about your service, the information you need and the steps your clients should follow. We agree the content work required before starting.
Which file formats will we receive?
The formats are agreed in the project scope. These can include PDF documents and editable source files, with any online form setup specified separately.
Can you work with our current form tool?
Share the tool you use and the questionnaire you need. We confirm what can be configured before including form setup in the proposal.
How much does a project cost?
Each project is quoted according to its agreed documents, content work and any form setup. Contact us with a short outline of what you need.
How long will it take?
The schedule is agreed once the scope and required customer materials are clear.
Tell us how your client projects begin.
Outline your service, the materials you already use and what you would like to make clearer.