Freelancer Client Onboarding Checklist

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• Gather client contact information
• Send welcome email with project details
• Set up initial meeting to discuss project scope
• Create a project timeline
• Outline communication preferences
• Discuss payment terms and invoicing process
• Send contract for review and signature
• Collect necessary project materials from the client
• Set up project management tools (if applicable)
• Define project milestones and deliverables
• Clarify feedback and revision process
• Establish deadlines for each phase of the project
• Confirm availability for regular check-ins
• Provide a list of resources or references needed for the project
• Discuss potential challenges and solutions
• Set up a dedicated communication channel (e.g., Slack, email)
• Review and finalize project agreement
• Send a survey or questionnaire to understand client preferences
• Confirm project start date
• Follow up on outstanding items before project kickoff

Free — save your own editable copy, customize it, set reminders, and share it with others.