Docsiv
Docsiv AIDescribe a document, get a designed first draftProjectsKeep each piece of client work in one placeBrand kitsYour logos, colours and fonts in every appDocument analyticsSee who opened it and how far they readDriveEvery file and picture, shared with your team
All features
AgenciesPitches, retainers and reports for every clientConsultantsProposals from your notes, agreements signedCreative studiosBriefs, social sets and website feedbackStartupsDecks, investor updates and offer lettersSalesProposals that show you who read themFreelancersA quote, a contract and an invoice per job
Solutions overview
Make
Invoice generatorFormats: .pdfBranded invoices, downloaded as PDFProposal makerFormats: .pdfScope, timeline and pricing, laid outAI report generatorFormats: .pdfClient reports with chartsAI presentation makerFormats: .pptx, .pdfSlides to PowerPoint or PDFSocial media post makerFormats: .pngPosts, Stories and thumbnailsForm builderFormats: .csvSurveys, intake and feedbackOnline whiteboardFormats: .png, .svgSketch flows and plansVector editorFormats: .svg, .aiLogos, icons and illustrationsUI design toolFormats: .png, .svgApp screens, websites and prototypes
PDFs and files
Sign a PDFFormats: .pdfDraw or type your signatureEdit a PDFFormats: .pdfText, comments, pages, redactionEdit Word filesFormats: .docxOpen, edit and saveEdit PowerPoint filesFormats: .pptxOpen, edit and saveEdit Excel filesFormats: .xlsx, .csvOpen, edit and saveEdit imagesFormats: .jpg, .png, .psdPhotos and Photoshop filesDevelop photosFormats: .jpg, .dngA Lightroom alternative for sets of photos
All free tools
Learn
GuideHow-to docs and product walkthroughsBlogInsights, tips, and product updatesCase StudiesAgency workflows and customer stories
Get started
Help CenterAnswers, guides and a message to the teamMCP ConnectorUse Docsiv from Claude and ChatGPT
Book a demo
TemplatesPricing
Sign inGet started

What’s inside the Client Kickoff Workshop.

Real content in every part, ready to rewrite with your own.

  1. 1Who's in the room, with initials
  2. 2Goals: what success looks like in six months
  3. 3Audience: who the work is for
  4. 4In scope and not this time, agreed out loud
  5. 5Risks and open questions
  6. 6Next steps with an owner and a date

When to use it.

Client Kickoff Workshop is a whiteboard for agencies, studios and freelancers to run live in the first meeting with a new client. Six panels ask the questions every project needs answered up front: the goals, the audience, what's in scope, what's left out, the risks and the open questions. A row of next steps with owners and dates closes the session, so everyone leaves knowing what happens on Monday.

Made for

  • Agencies running discovery and kickoff sessions
  • Consultants and strategists
  • Team leads running retrospectives
  • Product and UX teams

Make it yours in four steps.

Open it in Whiteboard and work through it, or let Docsiv AI do the first pass with your details.

  1. Step 1

    Put the names of the people in the room at the top.

  2. Step 2

    Share the board on screen and add one sticky note per idea as the client talks.

  3. Step 3

    Agree what's in scope and what isn't, out loud, before anyone leaves.

  4. Step 4

    Finish with next steps, each with an owner and a date, then share the board with a link.

Start from the Client Kickoff Workshop now.

Questions about this template.

Something else on your mind? Ask us in the chat, bottom right of the page.

Is the Client Kickoff Workshop template free?

Yes. Create a free account and it opens in Docsiv's Whiteboard app, ready to edit and share. The Free plan includes every Docsiv app and 500 AI credits a month.

Can I change the colours, fonts and text?

Yes, all of it. The template uses Excalifont and Nunito with #f8f7f4, #ffec99, #a5d8ff, #b2f2bb, #fcc2d7, and you can change any of them, rewrite every word and add or remove notes, shapes and connectors.

What can I export it as?

Whiteboard in Docsiv offers: Excalidraw boards, PNG and SVG exports. Once it's saved, you can also share it with a link.

Can Docsiv AI write the client kickoff workshop for me?

Yes. Tell Docsiv AI about the client or project and it can draft the content in this template's style, which you then review and edit. AI uses credits; the Free plan includes 500 a month.

All workshop whiteboard templates

Starting from a description instead? Try the Online whiteboard.

Start your workshop board with Docsiv AI

Describe the client or the project and Docsiv AI writes a first draft of your client kickoff workshop for you to edit, share and send.