# Client Onboarding Pack

> A multi-page onboarding pack that walks a new client through access, setup, and the first weeks of a project. Covers logins, accounts, timelines, and who to contact.

Source: https://buildpdfs.com/templates/client-onboarding-pack
Category: Business

A multi-page onboarding pack that walks a new client through access, setup, and the first weeks of a project. Covers logins, accounts, timelines, and who to contact.

## What's included

- Welcome page with the engagement lead and timeline
- Access checklist for logins, accounts, and keys
- Setup steps split by code, commerce, design, and data
- Sprint-by-sprint schedule with target dates
- Team page with who owns what
- How-we-work page covering tools and check-ins

## Sample content

**Fernbyte** × Copperleaf Onboarding pack · 1 of 4 

Fernbyte 

### Welcome,  
Copperleaf. 

Thank you for trusting us with the new Copperleaf store. Over the next 14 weeks we move **82,000 products and 410,000 customers** to a faster, headless storefront — without a day of downtime. This pack has everything for week one: what we need from you, how we talk, and what we will build.

Maya Chen

Maya Chen · Engagement lead

YOUR FIRST TWO WEEKS

MON 19 OCT **Kickoff** 90 min · goals, risks, who decides what 

TUE 20 **Access day** Work through the checklist with Sam 

WED 21 – THU 22 **Discovery** Merch, ops and support workshops 

THU 22 **First demo** Store audit + speed baseline 

FRI 30 **Plan sign-off** Sprint 1 scope and launch date 

WELCOME 01 / 04 

**Fernbyte** × Copperleaf Onboarding pack · 2 of 4 

Fernbyte ACCESS CHECKLIST 

### Access checklist 

Everything we need on Access day. Invite **dev@fernbyte.dev** unless a row says otherwise. Least privilege only — we will ask before we ask for more.

**7 / 18** 

DONE · TARGET TUE 20 OCT 

##### Code & cloud owner · IT 

**Git organisation** _Maintainer on copperleaf/store_ 

_DONE_ 

**Cloud account** _Deploy role in staging + prod_ 

_DONE_ 

**CI secrets** _Payment + ERP keys via vault_ 

_TUE_ 

**Error monitoring** _Member on current project_ 

_TUE_ 

##### Commerce owner · Ecom 

**Store admin** _Staff account, no payouts_ 

_DONE_ 

**Payment gateway** _Read-only + test keys_ 

_TUE_ 

**ERP sandbox** _API user for product + stock sync_ 

_WED_ 

**Shipping rates** _Carrier account read access_ 

_WED_ 

##### Design & content owner · Brand 

**Design files** _Editor on the brand team_ 

_DONE_ 

**Brand assets drive** _Logos, fonts, photography_ 

_DONE_ 

**CMS** _Editor role, all locales_ 

_TUE_ 

##### Data & domains owner · Growth 

**Analytics property** _Editor, plus last 13 months of data_ 

_TUE_ 

**Tag manager** _Publish in staging only_ 

_TUE_ 

**DNS registrar** _Read now, edit for launch week_ 

_WK 13_ 

**Search console** _Full user on both domains_ 

_TUE_ 

##### Team owner · Ops 

**Shared chat channel** _#copperleaf-fernbyte, 9 people_ 

_DONE_ 

**Calendar holds** _Demos, planning, steering_ 

_DONE_ 

**Password vault** _Shared folder, 2 admins_ 

_TUE_ 

ACCESS CHECKLIST 02 / 04 

**Fernbyte** × Copperleaf Onboarding pack · 3 of 4 

Fernbyte COMMUNICATION PLAN 

### How we talk 

One channel, one weekly demo, one Friday summary. No status meetings that could be a message.

| Touchpoint                              | When              | Who                   | You get                         |
| --------------------------------------- | ----------------- | --------------------- | ------------------------------- |
| **Async stand-up** Shared chat channel  | Daily · 9:30      | Fernbyte team         | Yesterday, today, blockers      |
| **Weekly demo** Video call, recorded    | Thu · 10:00       | Product owner + leads | Working software, decisions log |
| **Sprint planning** Every second Monday | Mon · 11:00       | Product owner         | Agreed scope for 2 weeks        |
| **Friday summary** One-page PDF         | Fri · 16:00       | Everyone              | Shipped, next, risks, asks      |
| **Steering** Budget and roadmap         | 1st Tue · monthly | Sponsors              | Burn, forecast, change requests |

Level 1 · within 4 h **Theo Grant, PM** Day-to-day questions, scope, priorities 

Level 2 · same day **Priya Raman, tech lead** Incidents, security, architecture 

Level 3 · any time **Maya Chen, lead** Anything that feels off — tell us early 

Product owner **Rosa Quint** Head of Ecommerce 

Sponsor **Ben Adeyemi** COO 

IT contact **Kai Moreno** Systems lead 

Brand **June Park** Creative director 

COMMUNICATION PLAN 03 / 04 

**Fernbyte** × Copperleaf Onboarding pack · 4 of 4 

Fernbyte TECHNICAL SPEC · v0.3 

### Technical spec 

A headless storefront in front of the current commerce engine. The ERP stays the source of truth for stock and price.

FERNBYTE BUILDS 

**Shoppers** web · mobile web 

**Storefront** React · edge-rendered 

**CMS** pages · locales 

**Search** typo-tolerant · facets 

**Commerce API** cart · checkout · accounts 

**ERP sync** queue · every 5 min 

| Targets       |                          |
| ------------- | ------------------------ |
| Page speed    | LCP < 2.0 s on 4G, p75   |
| Uptime        | 99.95% monthly           |
| Accessibility | WCAG 2.2 AA              |
| Payments      | Hosted fields, PCI SAQ-A |
| Peak          | 3,000 orders / hour      |

| Migration |                               |
| --------- | ----------------------------- |
| Products  | 82,000 SKUs + 240k images     |
| Customers | 410,000 with hashed passwords |
| Orders    | 1.2 M, last 5 years           |
| URLs      | 31,000 redirects, tested      |
| Cut-over  | Week 13, zero downtime        |

TECHNICAL SPEC 04 / 04

## Frequently asked questions

### What is a client onboarding pack?

A client onboarding pack is the document you send a new client right after a project starts. It lists what access you need from them, the setup steps on both sides, the project timeline, and who on your team handles what. It replaces a long back-and-forth email thread.

### What should a client onboarding pack include?

Include a welcome page with the project lead and timeline, an access checklist for logins and accounts, setup steps grouped by area, a sprint or week-by-week schedule, your team and their roles, and how you work together day to day. This template covers each one.

### Who uses a client onboarding pack?

Agencies, developers, and consultants use an onboarding pack when a new client project kicks off. It is especially useful for technical projects where the client needs to hand over multiple logins and accounts before work can start.

### Is this client onboarding pack template free?

Yes. You can customize the client onboarding pack template for free and download it as a print-ready PDF. Give the AI your project scope and access needs and it fills in each page.


## Related reading

- [What "client-ready" means for a client deliverable PDF](https://buildpdfs.com/guides/client-deliverable-pdf-client-ready)
- [From client brief to delivered PDF](https://buildpdfs.com/guides/workflow-client-brief-to-delivered-pdf)
- [Lead magnets for consultants and agencies](https://buildpdfs.com/guides/lead-magnet-for-consultants)

[Use this template](https://buildpdfs.com/signup?templateId=client-onboarding-pack) — free, no credit card required.