🛴Preparing for Kickoff

Get ahead.

To get a head start and make the most of your time with your Customer Success Manager, we recommend reviewing the following materials in advance. This will help you hit the ground running and stay ahead of the learning curve.

📋 [Template] Application Copy

AidKit Essentials comes with a ready-to-customize application template—complete with example program context, FAQs, and survey questions—designed to help you build on best practices from over 50 direct cash transfer programs we've supported across the U.S.

Please review the materials in full. Once contracting is complete, your first task will be to make a copy of the provided CSV file and indicate the specific updates you'd like us to make. This ensures your application is tailored to your program while saving you time.

📋 [Template] Enrollment Copy

Your AidKit Essentials package includes a customizable Enrollment Form template designed to streamline participant onboarding.

Please take time to review the form in full. Then, make a copy of the provided CSV and let us know exactly what edits you'd like to see. This ensures your form reflects your program’s unique needs while keeping setup efficient and hassle-free.

📄Access the Enrollment Copy Template Here

📫 [Template] Notification Copy

AidKit Essentials also includes a Notification Copy template to support clear, consistent communication with your participants. It features example SMS and email language for common use cases such as application status updates, enrollment confirmations, and payment notifications. These are grounded in what’s worked well across dozens of AidKit-supported programs.

Please review all template messages thoroughly. Make a copy of the provided CSV and note the specific wording updates you’d like us to implement. This helps ensure your communications are aligned with your program’s tone and audience.

📄 Access The Notification Copy Template Here