Freelance Client Onboarding Kit: 8 Editable Templates

INSTANT DOWNLOAD: editable templates; nothing is shipped.

Give every new client the same clear, professional start. This kit has 8 editable templates that walk a client from "yes" to "project wrapped": what to send, what to ask, and what to check off. Made for freelancers and solo service businesses: designers, writers, VAs, photographers, consultants and more.

AI disclosure: this item was created with the use of AI. LB3 Trackers designed it with AI assistance: AI tools helped draft the template wording and build the files.

What's included (8 templates, 10 pages):

1. Client welcome packet (how we'll work together, communication, payments, FAQ)

2. Client intake questionnaire

3. One-page project brief

4. Onboarding checklist for you (before, setup, kickoff, during and after)

5. Proposal & scope summary (deliverables, not included, investment, timeline)

6. Kickoff call agenda with action items

7. Feedback & revision request form

8. Project wrap-up & testimonial request

Format: one ZIP file with editable .docx files (open in Microsoft Word, or upload to Google Drive and open with Google Docs), matching PDFs, and a README. US Letter. Replace everything in [brackets] with your details.

Please note: the scope summary is not a contract, and nothing here is legal, tax or business advice. Use your own written agreement.

Instant download: after payment you get a download link right away.

Questions or a problem with the file? Message us through the store contact page. If the file doesn't work for you, we'll fix it or refund you.

License: use with your own clients as often as you like. Please don't resell, share or re-upload the templates themselves.