Everything you might want to check before you buy.

We sell downloadable client-onboarding templates for service businesses: welcome packs, intake questionnaires, forms, checklists, email scripts, meeting agendas, trackers, and complete onboarding workflow systems. There are twenty kits in the collection, priced from €29 to €129, and each one is a set of editable documents rather than a single page.

Some kits are written for a specific profession, such as photographers, bookkeepers, or web designers. Others are general systems for any service business that wants a repeatable way to welcome a client. All twenty are listed on the homepage.

No. Every product is a digital template product. Nothing is printed, packed, or posted, and no physical item will be shipped to you at any point. What you buy is a set of files you download and edit yourself.

No, and we will not suggest otherwise. These are organizational tools. They can help you ask better questions earlier, keep information in one place, and present a more prepared first impression, but they cannot guarantee revenue, business growth, client retention, client satisfaction, or any other outcome.

Results depend on your own work, your market, your pricing, your clients, and many factors no template can influence. Please treat any claim to the contrary, from anyone, with suspicion.

Orders are placed and processed through our Shopify store. After a successful purchase, Shopify sends an order confirmation, and the digital-delivery instructions supplied with your order explain how to access your files. Follow those instructions, and keep the confirmation email so you can return to them later.

If the confirmation does not arrive within a short time, check the spam or promotions folder of the address you used at checkout, then contact us at hello@clientonboardingkits.store and we will help.

The software you need depends on the file formats included with the specific kit you buy, so please read the product details on the Shopify listing before purchasing. The listing is the authoritative source for what is inside each kit.

We do not promise compatibility with any particular application on this website, because we will not claim support for software we have not confirmed. If a specific program matters to you, ask us before you buy and we will tell you what the kit actually contains.

Contact us at hello@clientonboardingkits.store and include the email address used at checkout, your Shopify order number, and the name of the kit. Tell us what happened: no confirmation email, an expired link, a file that will not open, or a download that stopped partway.

Missing files, failed downloads, corrupted files, and duplicate purchases are exactly the situations support exists for, and we will work with you to resolve them. See the Refund Policy for more detail.

Yes. They are designed to be edited, and a kit used straight out of the folder without adaptation will not represent your business well. Change the wording, rewrite sections in your own voice, reorder the questions, delete anything that does not apply, and add the questions that matter in your field.

Before sending any document to a client, read it once from the client’s point of view and confirm that every detail in it is accurate for your business.

Yes. Adding your logo, colours, typefaces, business name, and contact details to the templates is one of the permitted uses under the Template License, for the one business that made the purchase. What you may not do is present the underlying template design itself as your own original template product for resale.

Yes. You may print reasonable quantities for internal use within your business or for onboarding your own clients, for example a printed welcome guide handed over at a first meeting. Printing for resale, for distribution to unrelated businesses, or for inclusion in a paid resource collection is not permitted.

Yes. That is what the kits are for. Once you have customized a kit for your business, you may use those documents when onboarding your own clients, and you may send the completed client-facing documents, such as a welcome guide or a questionnaire, to those clients.

Yes. A licence covers one purchasing business, not one project. You may reuse the same customized templates with as many of that business’s own clients as you like. The limit is on unrelated businesses, not on the number of clients you serve.

No. The original or lightly edited source files may not be shared with people outside the purchasing business, uploaded to public download platforms or shared drives that unrelated parties can access, or passed to another business so they can use them for their own onboarding.

Your clients receive completed, client-facing documents. They do not receive the editable template system itself, unless you have separately agreed a licence with us that allows it.

No. Reselling the original templates, reselling modified versions as template products, sublicensing them, or including them in a membership, course, resource library, or marketplace is not permitted under the standard licence. The full list of permitted and prohibited uses is on the Template License page.

Yes, within the purchasing business. Employees, contractors, and freelancers working for that business may use the templates while they carry out work for it. That access ends when the working relationship ends, and it does not allow them to keep the files for their own separate businesses or other clients.

If several genuinely separate businesses want to use the same kit, each one needs its own purchase.

No. Onboarding templates organize information, expectations, and process. They are not contracts, and they are not a substitute for one. A service agreement, a statement of work, a data-processing agreement, or any other binding document should be prepared or reviewed by a qualified professional for your jurisdiction and your kind of work.

No. Nothing in the kits, on this website, or in any message from us is legal, financial, tax, accounting, or other professional advice. The materials are provided for organizational and educational use.

Where a document touches on payment terms, cancellation, liability, intellectual property, confidentiality, or personal data, have a qualified professional review your adapted version before you use it. Use secure methods when you request, transmit, or store sensitive client information.

These are digital products, and digital purchases may generally be non-refundable once they have been delivered, accessed, or downloaded. Please read the product description carefully before you buy, and ask us anything you are unsure about first.

That general position does not override mandatory consumer rights that may apply to you, and it is not a reason to ignore a genuine problem. If a file is missing, corrupted, duplicated, or does not work for a verified technical reason, contact support and we will look into it. The full detail is on the Refund Policy page.

Email hello@clientonboardingkits.store, or use the details on the contact page. Include the email address used at checkout, your order number, and the name of the kit, and we will be able to help you faster.

The contact form on this website is a design placeholder and is not connected to a processing service, so please use email until that changes.