Freelance Client Onboarding

14 items · Productivity · Medium difficulty · 1 hour

Get new clients set up fast: contracts, scope, payments, and communication.

• Create a client intake form

  Collect contact, billing, project goals, stakeholders, and key deadlines.

• Review the project brief with the client

  Confirm objectives, scope assumptions, and success metrics.

• Define scope and deliverables

  List exact outputs, formats, and exclusions to avoid scope creep.

• Draft project timeline and milestones

  Map key dates, review cycles, and final delivery windows.

• Set payment terms and invoice schedule

  Specify rates, deposit, invoicing cadence, payment methods, and late fees.

• Prepare and send the contract or agreement

  Include scope, payment, IP, confidentiality, and termination clauses.

• Collect the signed contract

  Request a signed copy and store it in your project folder.

• Set up communication channels

  Choose primary tools (email, Slack, Zoom) and preferred response times.

• Share file and asset access

  Clarify where files will live and who has access.

• Request access to client drives and accounts

  Ask for Google Drive, CMS, analytics, or repo access securely.

• Collect brand assets and guidelines

  Gather logos, fonts, color codes, credentials, and tone notes.

• Create project folder and task board

  Set up organized folders and tasks in Trello, Asana, or Notion.

• Establish reporting and update cadence

  Agree on frequency, format, and recipients for status updates.

• Set expectations and the approval process

  Define reviewers, feedback rounds, and turnaround times for approvals.

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