Local tool · not on sale · nothing is uploaded or sent

Customer Welcome Pack (free)

A small service business writes a welcome pack, previews it, and exports a file it hands or sends itself. Nothing is uploaded or sent. This is not a hosted portal.

Not for medical or health information. Not legal, tax or investment advice. Not on sale.

Build a pack, then preview it. Nothing is uploaded or sent.

1. Business

The name and contact block are plain text. This page does not turn them into a link, and it does not send them.

2. Starter

Pick a starter or begin blank. Then edit sections, steps, the prepare list, dates, and FAQ. Limits: 10 sections, 40 steps, 30 questions, and a 100 KB pack.

3. Welcome

4. Sections and steps

Each step can name a due date or a day such as Day 1, and an owner: Us or You.

5. What to prepare

6. Key dates

7. FAQ

What a good first week covers

  • A welcome in plain words.
  • What happens next, as ordered steps.
  • What you need from the customer, as a prepare list.
  • Key dates.
  • Who to contact, written as plain text.
  • A short FAQ.

What not to put in a pack

  • Passwords.
  • Bank or card details.
  • ID numbers.

Your ticks stay on this device and are not sent to the business. You cannot see what a customer ticks. Nothing is uploaded or sent. This is not a hosted portal.

Not for medical or health information. Not legal, tax or investment advice.

Premium option (planned, not on sale)

PLANNED

Hosted portal (planned, not on sale)

$29/month

Planned later: customer links, live step status the business updates, reminders, and file exchange. Not available to purchase yet. Not on sale.

Made with FixKitz. Local file. Nothing is uploaded or sent. This is not a hosted portal. Not for medical or health information. Not legal, tax or investment advice. Not on sale.