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    Running the Business

    Client Onboarding Letter

    A welcome letter that sets expectations at the start of a job - who does what, how you communicate, payment and change-order process, and access - so the relationship starts clean.

    Low risk

    General use - safe to send as-is once you've filled the gaps.

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    When to use this

    • A new client has signed and you are about to start
    • You want to set communication and payment expectations
    • Reducing surprises and dispute risk up front