The Onboarding Playbook
Ready-to-send scripts to turn new clients into smooth projects from day one, in five languages. Welcome, scope, kickoff, boundaries.
After purchase you receive an access password; open the playbook and enter it (any username).
The sale is closed. Now the real work begins. Bad onboarding creates scope creep, late payments, and unhappy clients. This gives you the exact scripts to set expectations, gather the right information, lock scope, and start every project on the right foot — in five languages.
What you get
- 58 onboarding scenarios across seven areas (welcome and relationship building, information gathering, scope confirmation and sign-off, timeline and expectation setting, kickoff and first milestone, boundaries and change requests, quick phrases)
- Simple (send as-is) and PRO (clear expectations, concrete next steps, warm but firm boundaries) for every long script
- Five full languages (English, Spanish, French, Romanian, Hungarian), plus Chinese and Russian on the quick phrases
- Interface in five languages, search, favorites, dark mode, CSV export. No login, nothing leaves your device.
Runs in: Chrome, Edge, Firefox, Safari. Works offline after first load.
Common questions
What does good onboarding actually do?
It sets expectations early, so you avoid scope creep, late payments, and unhappy clients. These scripts lock the scope and timeline before the work starts.
How is PRO different from Simple?
Simple is clean and ready to send. PRO sets clearer expectations, gives concrete next steps, and holds boundaries warmly but firmly. Switch with one click.
One price?
Yes. Pay once, use it forever, no subscription.