Become a Founding Member. Get Lifetime Access to the Client Onboarding Essentials Kit — Free.
Save hours, impress every client, and professionalise your workflow with this complete 9-document system. I'm looking for 5 founding members to get lifetime access for free and help shape its future.
🔒 Your data’s safe — no spam, ever. By joining, you agree to our Privacy Policy
A Complete, Plug-and-Play System to Stop Onboarding Chaos.
The Essentials Kit is a collection of 9 fully-editable templates and documents designed to handle every step of the client journey. Stop building from scratch. This is your professional process, ready to go.
✅ Client Intake Form (Google Forms)
Collect every essential detail upfront — goals, timelines, brand info, and access links — so you never waste time chasing missing info again.✅ Welcome Pack (Canva Template)
A stunning 5-page editable pack that welcomes new clients, sets expectations, and presents your brand professionally from day one.✅ Kick-off Agenda (Google Doc)
Run your first client meeting with structure and confidence. Includes prompts to cover goals, timelines, deliverables, and next steps.✅ Client Data Sheet (Google Sheet)
Your central hub for all client details — contacts, assets, milestones, and login information — neatly organised for quick reference.✅ Onboarding Checklist (Google Sheet)
A clear, colour-coded tracker to manage every onboarding step — assign owners, set due dates, and mark tasks as done.✅ Email Template Pack (4 ready-to-send emails)
Save hours with pre-written, professional messages for welcoming clients, confirming kick-offs, following up, and closing projects.✅ Contract & SOW Shell (Google Doc)
An easy-to-edit framework to define scope, deliverables, and terms — designed to protect your business and set clear boundaries.✅ Buyer's Mini Guide (PDF)
A detailed walkthrough that shows you exactly how to use and edit every template in the kit. Step-by-step visuals, notes, and pro tips included — so you can start using everything confidently in minutes.✅ Banner Template Pack (Canva)
Bonus branded designs for your LinkedIn, website, or ads — easily customisable to promote your services with polish and consistency.
All templates are fully editable
Your Feedback for Lifetime Access.
This is a partnership. As a founding member, you'll receive the complete kit and have a direct line to me to provide honest feedback, suggest improvements, and help shape the final product. In exchange for your expertise, you'll receive lifetime access to the Essentials Kit, including all future updates, completely free.
Missed the free spots? You can still win.
The first 5 spots will go fast. If you're not one of them, you can still sign up below to join the Founder's List. You'll be the first to know when the kit goes live and will receive an exclusive and substantial Founder's Discount that will never be offered again.
© Forge Kit Lab Ltd
Forge Kit Lab – Privacy Policy
Last updated: 6 October 2025
Forge Kit Lab Ltd (“we”, “us”, or “our”) respects your privacy. This page explains how we handle your data when you join our early-access or tester list.
1. What we collect
We collect your name and email address when you sign up for early access or feedback invitations.
2. How we use your information
We use your details only to:
- Contact you with updates about Forge Kit Lab’s launch
- Invite you to test kits or share feedback
- Send launch discounts or product access links
We never sell, rent, or share your data with third parties.
3. How we store your data
Your details are securely stored in our private email and form management system MailerLite.
4. Your rights
You can request to have your data removed at any time by emailing [email protected].
5. Contact
If you have any questions about this Privacy Policy, contact us at [email protected].
© Forge Kit Lab Ltd
You’re officially on the list 🔥
If you’re one of the first 5 sign-ups, you’ll receive your free lifetime access invite soon.
Everyone else will receive exclusive founder pricing before the public launch opens to everyone.
Next: Check your email for updates.
Mini FAQ
Is this ready now?** You’re joining as a pilot tester to help shape the final kit.
What do I get? Lifetime access to the Client Onboarding Essentials Kit if you’re in the first 5; otherwise early founder pricing.
Can I customise it? Yes — everything’s editable in Google Docs, Sheets, and Canva.
© Forge Kit Lab Ltd