Onboarding Templates (Pro Edition)

The Independent Contractor Onboarding Templates Bundle (Pro Edition) is a complete editable template vault designed for call center service companies and independent contractor support businesses that recruit, onboard, and manage independent contractors. This bundle includes agreements, SOW templates, Texas addendum versions, and essential operational tools—plus a bonus contractor application template link with setup guidance.

Templates only. No payment processing, tax filing, financial advice, or compliance services included.

Instant Download. Editable Files. Platform-neutral templates.

May be adapted for Arise® Independent Business Owner (IBO) documentation needs.

What’s Included:

Core Agreements (Word)

• Independent Contractor Agreement Template (Word)

• Non-Disclosure Agreement Template (Word)

Statements of Work (SOW) Templates (Word)

• Certification SOW Template (Word)

• Production SOW Template (Word)

• SOW Amendment Template (Word)

• Agent Termination of SOW Letter (Word)

• Support Company Termination Letter (Word)

State Addendum Versions (Texas) (Word)

• Certification SOW Template – Texas Version (Word)

• Production SOW Template – Texas Version (Word)

Operational Tools

• 1099 Email Consent (Word)

• Pay Calendar Template (Excel)

• Invoice Template (Excel)

• IRS Form W-9 (PDF)

Bonus Add-On – Independent Contractor Application

Includes application access instructions inside the download and a link to the editable independent contractor application template built in Cognito Forms. Save hours of setup time— The application is already built and ready to copy, customize, and deploy, reducing manual setup work. It can also be embedded directly into your website to capture applicant details in real time, streamline onboarding, and maintain organized records.

Note: Cognito Forms account setup is required to use the online application template (free plan supported).

Ideal for:

• Independent Business Owners (IBOs) running independent contractor onboarding operations

• Call center service companies recruiting independent contractors

• Independent contractor support companies managing agent onboarding

• Recruiters and onboarding teams needing ready-to-edit contractor documentation

How It Works:

1. Download and unzip the vault files after purchase

2. Open templates in Word/Excel (or upload to Google Docs/Sheets)

3. Replace placeholders with your business and contractor details

4. Use the included application access instructions to begin collecting applicant information

5. Copy the included Cognito Forms application template into your account and embed it on your website

You will receive:

• 1 downloadable ZIP folder containing all templates.

File Format

• Microsoft Word (.docx) templates

• Microsoft Excel (.xlsx) templates

• PDF documents (.pdf)

• Compatible with Google Docs/Sheets (upload and edit)

• Online Form Template Access Link (Cognito Forms)

Important Notes (Please Read)

This is a digital product delivered instantly after purchase. No physical item will be shipped.



• Refund Policy: Due to the digital nature of this product and instant access, all sales are final.

• License: Licensed for single-business use only (personal use and/or one business entity).

• Restrictions: Resale, redistribution, sharing, re-uploading, re-packaging, or transferring access is strictly prohibited.

• Support Notice: This purchase includes digital files only. Customization services, technical setup assistance, implementation services, legal review, or form completion services are not included.

For full terms, please review the complete License + Disclaimer at the bottom of this page. The full terms are incorporated by reference.