Client Onboarding Checklist
Client Onboarding Checklist, Fillable Intake Form & Scope of Work Template for Freelancers, Kickoff Email, New Client Kit PDF
Checkout happens on Etsy (secure, Etsy buyer protection). Files appear in your Etsy account under Purchases the moment payment clears.
For the week after a new client says yes, before the deposit clears and before the scope quietly grows. The Client Onboarding Checklist is a 7-page fillable PDF in US Letter, A4 and a low-ink edition with 94 fields: a ten-box pre-kickoff checklist with red flags and a decision line, a client intake form, a scope and boundaries one-pager that states what is included, what is not and how you work, a first-invoice checklist, a kickoff email template and a project log.
On the first day, run the pre-kickoff checklist on the client you are about to take, honestly. If it passes, send the intake form and the scope one-pager together with the kickoff email. That is the whole kit in a single afternoon. Skip it if you have an established contract and onboarding process already, or if you need a legal services agreement; the scope page sets expectations and does not replace a contract.
- Format: Fillable PDF in US Letter and A4, plus a low-ink print edition
- Pages: 7 pages
- Fillable fields: 94 text boxes and tick-boxes
- Pre-kickoff checklist (10 boxes) with red flags and a decision line
- Fillable client intake form
- Scope & boundaries one-pager (included / not included / how we work)
What You Get
- Pre-kickoff checklist (10 boxes) with red flags and a decision line
- Fillable client intake form
- Scope & boundaries one-pager (included / not included / how we work)
- First-invoice checklist + kickoff email template
- Project log page
Who It's For
Freelancers, designers, writers, virtual assistants, coaches and consultants taking on a new client - especially the first few.
How It Works
- Check out on Etsy. Your files are ready instantly: Etsy > You > Purchases and reviews > Download files.
- Open the PDF in Adobe Acrobat Reader, Apple Preview, Xodo, Chrome or Edge. Click any box, type, and save your copy.
- Print the pages you want, as many times as you need (US Letter or A4), or keep it digital.
The Details
- Format: Fillable PDF in US Letter and A4, plus a low-ink print edition
- Pages: 7 pages
- Fillable fields: 94 text boxes and tick-boxes
- Works with: Fill in: Adobe Acrobat Reader, Apple Preview, Xodo, Chrome, Edge. Annotate: GoodNotes, Notability
- Files in your download (3): Client-Onboarding-Checklist-FILLABLE.pdf; Client-Onboarding-Checklist-FILLABLE-A4.pdf; Client-Onboarding-Checklist-FILLABLE-LOWINK.pdf
Good To Know
- This is a digital download. Nothing is shipped.
- Screen and printer colors vary a little; print a test page first.
- Personal use: print and fill as many copies as you need for yourself or your household. Please do not resell, share or redistribute the files.
- Design created with AI assistance under the creative direction of the seller.
- Not legal advice. Have a lawyer review any contract you rely on.
