Client Onboarding Checklist

A good first impression with a new client is mostly logistics, and it is easy to forget a step when you are also doing the work. This checklist pack gives freelancers and small service businesses a repeatable process from yes to goodbye.

You get a pre-onboarding checklist covering the proposal and agreement phase and your internal setup, a welcome packet template with a welcome message and a list of what you need from the client, and a project kickoff questionnaire about the client, the project and the logistics. A communication preferences sheet records how and when each client wants to hear from you.

An offboarding checklist closes the project with deliverable handoff, admin, relationship building and a request for feedback. A filled-in example for a freelance web designer shows the pages in use.