Client Welcome Kit
A more organised first visit, from the first hello.
Practical client intake, cleaning scope, welcome, visit and handover worksheets for your own business. Keep a clear working process with a ten-page PDF and editable DOCX.
10-page PDF · editable DOCX worksheets
- Ask the useful questions before the first visit
- Keep the agreed scope visible
- Give clients a consistent point of contact
Choose your download
Three small steps. One clear investment. Add or remove services whenever you like before you confirm.
What is included
- Ten-page PDF with nine practical sections
- Editable DOCX intake, scope and welcome worksheets
- Before-visit and cleaning-visit checklists
- Handover, concern-handling and future-visit prompts
- Space for your own real business details and procedures
- Operational templates in English; not a legal contract
10-page PDF · editable DOCX worksheets
Delivery and fulfilment
After confirmed payment, download the PDF directly or the ZIP with the PDF, editable DOCX worksheets and usage licence from My Solutions. No custom document review or legal drafting is included.
Downloadable guides and tools are supplied in English.
Your business details
Business name, logo, colours, contact details, services, service areas, existing domain and social links.
Take a look inside your pack.
Sample pages from the actual product. Full files and template access unlock after confirmed payment.
A little clarity before you choose.
Straightforward answers, so you know what you’re getting and what happens next.
Can I send the worksheets to my own clients?+
Yes. Adapt the supplied client-facing worksheets for your own business and remove irrelevant sample prompts before sharing.
Are these legally reviewed contracts?+
No. They are operational worksheets and checklist prompts. Your actual terms and any specialist advice remain separate.
What language and formats are supplied?+
The PDF and editable DOCX are in English. You can adapt the DOCX wording for your business and client process.
Cancellation and changes+
A one-time digital purchase with no automatic renewal. Downloads are unlocked after Stripe confirms payment. Contact Cristal support about delivery or technical issues and any refund request; the Terms of Use and applicable purchase rights remain in effect.
Website and content ownership+
Use the guide and editable files within your own business. You may adapt supplied client-facing worksheets for your own customers. Do not resell or redistribute the original digital product or protected template link. Your business information remains yours.