Client Onboarding
Service Agreement Kickoff template
A ready-to-send request that collects signed engagement letter, point of contact name and point of contact email, plus 2 more. Send it as one link; they fill it in on their phone with no account, and each item ticks off as it arrives. Change any field before you send.
Free to start, 5 requests a month, no card.
What it asks for (5 items)
Kickoff
Signed Engagement Letter
Point of Contact Name
Point of Contact Email
Preferred Communication Method
Project Goals
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