Client Welcome Guide
The first document a new client sees shapes how organized the whole engagement feels. A welcome guide sets that tone in one page.
What's Included
- Project summary
- Team introductions
- Communication plan
- What we need from you
- Next steps
Best For
Right after a proposal or scope of work is signed, before the kickoff call.
Target Audience
Agencies, consultants, and service businesses onboarding a new client engagement.
How to Customize
Replace Acme Home Services and the team names with your own client and staff. Keep the communication plan section — it's the part clients reference most.
When to Use
Send this right after a proposal or scope of work is signed, before your kickoff call.
Full Document Preview
Preview the actual editable ZuffSuite document.
CLIENT & COMMERCIAL / WARM STANDARD
Welcome, Acme Home Services
We're glad to be working with you. This guide covers who you'll be working with, how we'll communicate, and what to expect over the next few weeks.
Your project
Client | Primary contact | Project | Start date | Project owner |
|---|---|---|---|---|
Acme Home Services | Sarah Morgan | Website Redesign | September 14, 2026 | Jordan Ellis |
Who you'll work with
Jordan Ellis — project owner. Your main point of contact for decisions, timeline, and scope questions.
Priya Nandakumar — lead designer. Handles visual design and the review rounds you'll see first.
Marcus Webb — delivery lead. Coordinates build work and keeps the project plan current.
How we'll communicate
Weekly status update every Friday, sent to Sarah Morgan.
A shared ZuffSuite workspace for documents, approvals, and open questions.
A kickoff call in the first week to align on goals and timeline.
Questions between updates? Message Jordan Ellis directly — no need to wait for the weekly check-in.
What we need from you
A single decision-maker for each review round (we recommend Sarah Morgan).
Feedback within 2 business days of each review to keep the timeline on track.
Access to any existing brand assets, logins, or reference material by the kickoff call.
What happens next
Next step: We'll send a kickoff agenda and confirm a time that works for your team.
After kickoff, you'll see the full project plan in your ZuffSuite workspace, including milestones and the scope of work we've agreed to.
Related templates
Client Onboarding Guide
A warm, professional guide a service business can send a new client covering contacts, timeline, and how you work.
Scope of Work
Define exactly what work will and will not be performed — deliverables, exclusions, acceptance, and change handling.
Project Plan
A living plan for approved work: objectives, roles, milestones, risks, cadence, and open decisions.