presentation · Onboarding

New client welcome pack template

The page a client opens the day after signing: who is on their team, what happens in the first 30 days with exact dates, and where everything lives. The client gets one page instead of six attachments in a welcome email.

Start with this template→ Open the live example ↗

app.naimi.ai/ridgeline-outfitters-e843c0

New-client welcome pack — real Naimi template, personalized for Ridgeline Outfitters

what’s inside

4 slides, 4 personalized fields, and what happens on the page.

Papercut — layered cut-paper craft in sand, terracotta and teal; sheets lifted by their own shadow.

Slides

Welcome
Team
First 30 days
Resources

Personalized per client

Fill them in by form, from a call transcript, through the API or with one sentence to your agent. Filling fields uses no AI credits.

Client company
Account manager
Manager’s contact
Kickoff date

On the page

Live elements, saved answers and view tracking belong to the web link; the PDF and PowerPoint exports carry the content.

Milestone dates computed from the kickoff date
External links: shared drive, Slack Connect channel, status page
Team avatars with fallback tiles for group entries

Always included: open and view-time tracking per link, instant notifications, client memory, editing after sending, and PDF or editable PowerPoint export when a file is required.

how it works

From this template to a client’s link.

Make it yours

Open it in Naimi Studio and tell the AI what to change (your company, your services, your prices), or clone the free kit and hand the folder to Claude Code, Cursor or Codex.
Personalize per client

Fill the fields for a real client the way the example was filled for Ridgeline Outfitters: a short form in the app, a call transcript for your agent, or one API call. No AI credits for this step.
Send one link

The client opens it without a login. You see the open, the time spent and every choice they made. When a file is required, export a PDF or an editable PowerPoint.

faq

About this template.

Why a page and not a PDF?

Because onboarding changes. Update a date or a contact and the client’s link shows it; a PDF would need resending. The page also tells you whether it was opened.

Can the sales data pre-fill it?

Yes. Whatever was personalized during the deal is on the client’s card, so the welcome pack starts already filled in.

Can I add an intake form?

Yes. Self-fill fields are a template feature; the design brief template shows the pattern. Ask Studio or your agent to add the questions you need.

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