Click the badge to upload your logo (optional)

Onboarding Check-in & Feedback

Light, scheduled touchpoints so the client never feels you went quiet after kickoff. Set the touchpoints and a short pulse, then generate a clean cadence.

Using this on your own site? Set your firm name and logo above, then download your branded copy.

Touchpoints ?The scheduled moments in the first month that keep the client feeling progress.

WhenWhat happens

The pulse questions ?A short survey (keep it to about 3 questions) that catches friction early.