The AI Shortcut – Client Onboarding System for Freelancers

Tired of messy client onboarding?

This Notion system is built for freelancers who want to impress clients and stay organized — with a shortcut powered by AI.

💡 What’s Inside

✅ Clean, easy-to-use Notion workspace

✅ Client intake form

✅ Project dashboard

✅ AI prompts to auto-generate welcome emails & contracts

✅ Reusable message templates

✅ Onboarding checklist

👀 Who It’s For

• Freelancers and service providers
• Coaches, consultants, creators
• Anyone working with 1:1 clients

⚙️ Why It Works

Most onboarding systems are clunky or over-complicated. This one gives you everything you need — and nothing you don’t.

Powered by AI + organized in Notion.

💸 Use It To:

• Look professional from day one
• Save hours with AI-generated client emails
• Track every client and deliverable
• Kick off projects the right way
  

🔗 Just duplicate the template to your Notion and you’re ready to go.