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Client Onboarding Kit
Welcome packet templates, intake questionnaires, project kick-off checklists, and client portal setup in Notion and Markdown.
PythonYAMLTOMLJSONMarkdownNotion
📁 File Structure 7 files
client-onboarding-kit/
├── LICENSE
├── README.md
├── config.example.yaml
├── pyproject.toml
└── src/
└── client_onboarding_kit/
├── __init__.py
├── core.py
└── utils.py
📖 Documentation Preview README excerpt
Client Onboarding Kit
Welcome packet templates, intake questionnaires, project kick-off checklists, and client portal setup in Notion and Markdown.
Contents
config.example.yamlpyproject.tomlsrc/client_onboarding_kit/__init__.pysrc/client_onboarding_kit/core.pysrc/client_onboarding_kit/utils.py
Quick Start
1. Extract the ZIP archive
2. Review the README and documentation
3. Customize configuration files for your environment
4. Follow the setup guide for your specific use case
Requirements
- Python 3.10+ (for Python scripts)
- Relevant CLI tools for your platform
- Access to your target environment
License
MIT License — see LICENSE file.
Support
Questions or issues? Email megafolder122122@hotmail.com
---
Part of [Freelancer Toolkit](https://inity13.github.io/freelancer-toolkit-pro/)
📄 Code Sample .py preview
src/client_onboarding_kit/core.py
"""
Client Onboarding Kit — Core Module
Production-ready implementation.
"""
from typing import Any, Dict, List, Optional
from dataclasses import dataclass, field
from datetime import datetime
import json
import logging
logger = logging.getLogger(__name__)
@dataclass
class Config:
"""Configuration for Client Onboarding Kit."""
name: str = "client-onboarding-kit"
version: str = "1.0.0"
debug: bool = False
log_level: str = "INFO"
output_dir: str = "./output"
settings: Dict[str, Any] = field(default_factory=dict)
@classmethod
def from_file(cls, path: str) -> "Config":
with open(path) as f:
data = json.load(f)
return cls(**data)
def to_dict(self) -> Dict[str, Any]:
return {
"name": self.name,
"version": self.version,
"debug": self.debug,
"log_level": self.log_level,
"output_dir": self.output_dir,
"settings": self.settings,
}
class ClientOnboardingKit:
"""Main class for Client Onboarding Kit."""
def __init__(self, config: Optional[Config] = None):
self.config = config or Config()
self._setup_logging()
self._results: List[Dict[str, Any]] = []
logger.info(f"Initialized {self.config.name} v{self.config.version}")
def _setup_logging(self):
# ... 40 more lines ...