# Booked & Onboarded — The Signature Client Onboarding System + Notion Client Operations Suite > Markdown mirror of https://www.starlightvirtualsolutions.com/booked-and-onboarded — cite that URL. More: https://www.starlightvirtualsolutions.com/llms.txt Turn every new-client yes into a clear, premium start, then keep onboarding, active delivery, requests, approvals, reviews, renewals, and offboarding in one connected system. **Price and delivery:** One-time $29 purchase through Stripe. A private ZIP download link is emailed after payment and stays valid for seven days; the files are yours to keep. Formats: PDF, PowerPoint, Word, CSV, and Markdown. ## What's included 01. **91-page Operator Edition** — Strategy, templates, implementation notes, internal controls, bonus toolkit, and Notion setup. 02. **20-page Quick-Start Guide** — A shorter path through the welcome emails, intake, packet, checklist, and operating layer. 03. **6-page Start Here Guide** — Your file map, installation paths, portal QA, customization notes, and support information. 04. **Buyer-editable PowerPoint files** — Editable versions of the Operator Edition, Quick-Start Guide, and Start Here Guide. 05. **16-page Word template deck** — Copy-and-paste client emails, intake language, welcome copy, and implementation templates. 06. **Notion Client Operations Suite** — 10 databases, 35 onboarding cards, 42 project-plan cards, dashboards, portals, maps, and QA guides. 07. **Standalone client assets** — A 3-page fillable intake questionnaire with 18 fields and a printable onboarding checklist. 08. **License, security + file checks** — Single-business terms, password-safety guidance, a manifest, and SHA-256 checksums. ## What the system helps you do - Know what to send as soon as a client says yes - Set communication, scope, approval, and response expectations - Keep requests, decisions, milestones, and next updates visible - Protect renewals, handoffs, access removal, and offboarding dates Client lifecycle covered: Signed → Welcome → Intake → Kickoff → Delivery → Review → Renew or close. ## Who it's for Coaches, consultants, online educators, virtual support teams, fractional operators, and other high-touch service businesses that want a repeatable client onboarding path before they are ready for custom operations work. **Not for:** Anyone expecting a one-click Notion template (installation is a guided CSV and Markdown import) or personal implementation support (the product is self-guided). **Important:** this is a guided CSV and Markdown installation, not a promised one-click duplicate. Those files preserve content and page structure, but Notion relations, property types, formulas, rollups, linked views, automations, and permissions may need to be rebuilt manually with the included setup guides. ## Engagement types covered - Retainer: Complete - Fixed-scope project: Complete - Coaching / consulting: Complete - VIP day / intensive: Starter - Group program: Starter ## License Licensed to the original purchaser for one purchaser-owned business and that business's direct client delivery. Client-facing copy, branding, and individual direct-client portals may be customized. The source files, written content, database structure, project plans, design, and any public duplication link may not be resold, redistributed, shared, sublicensed, or included in another product, course, membership, template shop, or marketplace listing. ## Frequently asked questions ### How much does Booked & Onboarded cost, and how is it delivered? $29, one time. There is no subscription and no separate upgrade—the Operator Edition, Quick-Start Guide, editable source files, and Notion suite are all in the same purchase. After payment through Stripe, a private ZIP download link is emailed to you and stays valid for seven days. The files are yours to keep. ### Does this replace a CRM or project platform? No. The client-facing emails and documents are platform-agnostic and can be adapted to the tools you already use. The Notion workspace is an included operating option. ### Is the Notion suite a one-click template? The guaranteed delivery path is a downloadable import pack with 10 CSV databases, Markdown page templates, field maps, relationship maps, view instructions, automation guidance, and portal-permission QA—not a promised one-click public duplicate. ### What may need to be restored in Notion? Notion-specific property types, relations, formulas, rollups, linked views, automations, and permissions may need to be reconnected. The included setup guides map that work, and every client portal should be tested from a non-owner view before sharing. ### What software do I need? You can read the PDFs anywhere. Editing requires software that can open PowerPoint and Word files. The included workspace requires a Notion account and the guided import steps. ### Can I customize this for direct clients? Yes. One purchaser may customize the client-facing copy, branding, and individual portals for direct client delivery within one purchaser-owned business. ### Where do I start after downloading? Open the six-page START HERE guide in the Start Here folder first. It maps every file, the installation paths, portal QA, and customization notes, then points you to either the 20-page Quick-Start Guide or the full 91-page Operator Edition. ### Is personal implementation support included? The product is self-guided. You may book a free 20-minute Discovery Call with Kelsey to discuss whether hands-on support is a fit. Contact us to get started. (https://www.starlightvirtualsolutions.com/contact) ### Is this legal, tax, privacy, compliance, or cybersecurity advice? No. These are general operational templates. Adapt them to your agreements, tools, data practices, and applicable requirements, and consult a qualified professional when needed. ### What is the digital product return policy? No physical item is shipped. Because the downloadable files are delivered digitally, change-of-mind sales are final after access is delivered. Review the Digital Product Refund Policy before purchasing. (https://www.starlightvirtualsolutions.com/refund-policy)