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Gustry

Win + start clients right

Client Onboarding & Proposal System

Scope the work clearly, close the job, and start every client the same way.

The full document set between a first enquiry and a productive client relationship: intake, discovery, proposal, scoping, kickoff, onboarding and follow-up. Operational documents only — no contracts or legal agreements.

13
resources
2
file formats
Purchase
ONE-TIME PURCHASE
  • Proposal and scope-of-work templates
  • Intake form, discovery questions and kickoff agenda
  • Onboarding checklist and follow-up emails

Who it’s for

  • Consultants, agencies and professional service firms
  • Trades and field businesses quoting project work
  • Anyone rewriting proposals from scratch every time
  • Teams losing margin to scope creep and slow starts

What’s included (13 resources)

  • Business proposal template
  • Scope of work structure and template (non-legal starting point)
  • Client intake form
  • Discovery questionnaire
  • Kickoff meeting agenda
  • Client onboarding checklist
  • Welcome email template
  • Required assets checklist
  • Project communication expectations worksheet
  • Meeting recap template
  • Approval tracker
  • Project handoff checklist
  • Follow-up email templates (proposal, kickoff, dormant client)

File formats: Editable DOCX, Print-ready PDF.

How it helps

  • Producing a credible proposal in under an hour
  • Making exclusions explicit before work starts
  • Getting all client assets and access in one request
  • Running a kickoff that ends with agreed decisions
  • Following up on quiet proposals without improvising each email

Frequently asked questions

Are the scope and proposal documents contracts?
No. They are scoping and sales documents. The scope of work is a project-scoping starting point, not legal advice or a substitute for a contract reviewed by counsel.
Will these suit trades as well as consultants?
Yes. The pricing and deliverable sections work for both project quotes and retained services; the language is deliberately industry-neutral.
Do I get editable files?
Yes, DOCX for editing plus PDF versions for sending and printing.
Is there a subscription?
No. One-time purchase, with the download link issued immediately after checkout.
Free template

Client Onboarding Checklist

A client onboarding checklist covers everything between a signed agreement and productive work: welcome message, kickoff meeting, required assets and access, points of contact, communication expectations, schedule and the first deliverable.

Open Free template

Client Intake Form

A client intake form collects the information you need before quoting or starting work: who the client is, what outcome they want, the constraints, budget range, timeline and who decides.

Open Free template

Business Proposal Template

A business proposal template gives you a repeatable structure for pitching work: a short summary of the client's situation, your recommended approach, exactly what is delivered, what is excluded, pricing, timeline and the next step.

Open Free template

Scope of Work Template

A scope of work document states exactly what will be delivered, what will not, who does what, when each milestone lands and how changes are handled.

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Important

General business templates should be reviewed for suitability in your business. These resources are not legal, tax, HR or compliance advice. These resources are general educational and business starting points. Adapt them to your business and consult qualified professionals for legal, HR, tax, safety, compliance or jurisdiction-specific requirements.