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Agency & Professional Services · Automation Kit

The onboarding flow every agency wishes they had before their first client was late with assets

New clients sign, and then nothing happens for two weeks because they haven't sent the logo, access credentials, or kickoff answers. Your team chases. Deadlines slip. Scope creeps because expectations were never captured on paper. Your retainer starts in the red.

Get this kit - $119Book a 20-minute call
What you'll receive
  • 4 Forms
  • 4 Emails
  • 4 Workflows
  • 4 Integrations
  • 3 Extras

Plus: Client-facing onboarding status page, Retainer-client recurring check-in template, Off-boarding companion form for end-of-contract

Installed in your Jotform account.
You own everything. No monthly fees to me.

Kit contents

Client Onboarding Kit

  1. 01Multi-phase intake (company, brand, goals, stakeholders)form
  2. 02Secure file upload for logos, brand guides, and assetsform
  3. 03Access-credentials form with field-level encryptionform
  4. 04Kickoff scheduling form with calendar integrationform
  5. 05Welcome email with onboarding checklistemail
  6. 06Asset-missing reminder (auto-sent if key fields empty)email
  7. 07Kickoff confirmation with agenda and prep notesemail
  8. 08Internal handoff email with complete client briefemail
  9. 09Auto-create project folder structure in Drive or Dropboxworkflow
  10. 10Trigger Slack channel or Notion page for the projectworkflow
  11. 11Stakeholder approval routing with deadline trackingworkflow
  12. 12Completion dashboard for account managerworkflow
  13. 13Google Drive, Dropbox, or Notion for asset routingintegration
  14. 14Slack for internal project channelsintegration
  15. 15Zapier for CRM or PM handoffs (Asana, Monday, ClickUp)integration
  16. 16Calendly or Cal.com for kickoff schedulingintegration
  17. 17Client-facing onboarding status pageextra
  18. 18Retainer-client recurring check-in templateextra
  19. 19Off-boarding companion form for end-of-contractextra
Installs in: JotformTested with: Google Drive,, Slack for, AsanaKit v1.0 · Updated Apr 2026
The solution

How this kit actually works.

A Jotform-based onboarding workflow that captures brand assets, access credentials, goals, and approvals on day one - then triggers internal project setup automatically. The difference between a project that starts in week one and one that starts in week three.

The flow
  1. Form

    Branded intake with conditional scope questions

  2. Storage

    Asset + credential uploads

    Google Drive

  3. Sign

    Proposal + scope e-signature

  4. Payment

    Deposit collection

    Stripe

  5. Chat

    Channel spun up

    Slack

  6. CRM

    Project card created

    ClickUp / Notion

What's included

Every piece, ready the day you buy it.

Forms

  • Multi-phase intake (company, brand, goals, stakeholders)
  • Secure file upload for logos, brand guides, and assets
  • Access-credentials form with field-level encryption
  • Kickoff scheduling form with calendar integration

Emails

  • Welcome email with onboarding checklist
  • Asset-missing reminder (auto-sent if key fields empty)
  • Kickoff confirmation with agenda and prep notes
  • Internal handoff email with complete client brief

Workflows

  • Auto-create project folder structure in Drive or Dropbox
  • Trigger Slack channel or Notion page for the project
  • Stakeholder approval routing with deadline tracking
  • Completion dashboard for account manager

Integrations

  • Google Drive, Dropbox, or Notion for asset routing
  • Slack for internal project channels
  • Zapier for CRM or PM handoffs (Asana, Monday, ClickUp)
  • Calendly or Cal.com for kickoff scheduling

Extras

  • Client-facing onboarding status page
  • Retainer-client recurring check-in template
  • Off-boarding companion form for end-of-contract
Pricing

Pick the fit. Upgrade later if you need to.

Base Kit

Ready to run, self-setup

$119

  • All forms, emails, and workflow configs
  • Setup documentation
  • 30-minute video walkthrough
  • 14-day email support
Book a call
Most popular

Pro Setup

Kit + setup call + customization

$229

  • Everything in Base
  • 45-minute setup call
  • Integrations configured for your stack
  • Custom branding applied
  • 30-day email support
Book a call

Done-For-You

Full implementation by me

$549

  • Everything in Pro
  • Full implementation in your Jotform account
  • Agency team training session
  • Project-template automations (Slack + Notion + PM)
  • 60-day priority support
Book a call
Frequently asked

The questions I get before someone buys.

  • Can I customize the intake questions for different client types?

    Yes. The form uses conditional logic to branch based on client type, project scope, or service package - so a website client sees different questions than a brand-strategy client.

  • Is the credentials section secure?

    Credentials fields use Jotform's encrypted storage and are scoped so only specified team members can decrypt them. For high-security clients, the Done-For-You tier configures 1Password or Bitwarden handoff instead.

  • Can it create a project in Asana or Monday automatically?

    Yes. Via Zapier or native Jotform integration. The Pro tier includes setup for one PM tool; Done-For-You handles full multi-tool workflow automation.

  • Does this work for solo consultants, not just agencies?

    Yes. Solo consultants are actually the sweet spot - the automation replaces the admin you don't have time to do. The Base tier is configured with that use case in mind.

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Not sure if this is the right kit?

Free 20-minute call. Tell me what you're trying to do - I'll tell you if a kit fits, or if you need something custom, or if you shouldn't pay me at all.

Book a call