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    Pokee Playbook

    Client Onboarding Kit

    Generate a client-ready onboarding packet with welcome copy, project brief, milestone checklist, tracker, and kickoff note.

    Client onboarding kit created by Pokee from a single prompt

    Use cases

    Agency client kickoff

    Give every new client the same polished first impression with a complete, on-brand onboarding packet.

    Consulting engagement setup

    Spin up the brief, milestones, and tracker for a new engagement so work starts on day one, not week one.

    Repeatable onboarding template

    Create a reusable onboarding kit you adapt per client instead of rebuilding the documents each time.

    FAQ