Freelance Client Onboarding Kit
Freelance Client Onboarding Kit
Digital download · No physical item
Your download link is provided after payment. Check the included files and software requirements in the description below.
Organize client intake, kickoff details, and communication expectations.
Six guided worksheets
- Client intake
- Discovery questions
- Project alignment
- Kickoff agenda
- Communication plan
- Handoff checklist
Exactly what you receive
One ZIP with an eight-page US Letter PDF, an eight-page A4 PDF, an editable HTML workbook with 24 writing fields, and instructions. The two PDFs contain the same eight pages formatted for different paper sizes.
How to use it
Extract the ZIP. Print your preferred PDF size, or open the HTML workbook in a modern desktop browser. Save answers exports a JSON backup; Load answers restores it. Print / Save PDF creates a completed copy. No subscription or account is required. Answers are not saved automatically. Mobile local-file support varies; the PDFs are the simplest mobile option.
Before you buy
Digital download only; no physical item ships. PDFs are printable, not interactive form PDFs. This is not a Canva or Notion template. Examples are fictional illustrations. Use for one person or one business, including completed client work; no resale or redistribution of blank files. Planning tools do not guarantee results.
Also included in a bundle
This download is included in the Small Business Workflow Bundle. Compare the bundle's full contents before choosing. If you already own that bundle, you do not need to buy this download again.
