Freelancer Client Onboarding Kit

Collect the facts needed to scope one small freelance design or development project in writing. Use the intake questions before quoting, then confirm agreed work in the kickoff message. This is an operational worksheet, not a service contract.

Included topics: First reply; discovery questions; scope worksheet; kickoff confirmation; materials request; weekly written update; before starting.

You receive one ZIP containing a two-page editable DOCX, the same content as a plain-text file, a start guide and a use licence. Language: English. Open the DOCX in a compatible word processor or use the TXT in any text editor. Editing and copying are manual; no automation software, physical item or third-party subscription is included.

Use the templates in your business and adapt completed documents for client work. Resale and redistribution of the template library are excluded. AI-assisted content, reviewed and edited for this release.