Client Onboarding Template Kit: Contract, Intake Form & Welcome Packet

Six editable client onboarding templates for freelancers: contract, intake form, welcome packet, kickoff agenda, scope change request and invoice tracker. Word/Google Docs and Excel/Sheets, instant download. Tap Preview to see every page. Everything opens in Word and Excel or Google Docs and Sheets, so you don't need a Canva account.

Why use an onboarding kit

The first week of a project sets the tone. When goals, scope, and payment terms are vague, you get late feedback, extra revision rounds, "quick" add-ons, and unpaid invoices. This kit gives every client the same clear information from day one.

What's inside

• Service Agreement (freelance contract template): 13 sections covering scope, deliverables, timeline, milestone payments, late fees, revision limits, IP transfer on full payment, confidentiality, termination, limitation of liability, and independent-contractor status, with signature blocks.
• Client Intake Questionnaire: 23 questions on goals, audience, deliverables, deadlines, and budget, plus checklists for contacts, stakeholders, brand assets, and access.
• Client Welcome Packet: how you work, response times, the timeline, what you need from the client, payment terms, and next steps.
• Kickoff Meeting Agenda: a timed 60-minute agenda with roles, a timeline review, tools, decisions, and a next-actions table you can send as your recap.
• Scope Change Request: records the change, the reason, and the impact on time and cost, with approval signatures.
• Invoice & Payment Tracker (Excel/Google Sheets): balances and days overdue calculate automatically, a status dropdown (Draft / Sent / Paid / Overdue), a deposit/midpoint/final milestone schedule, and a summary tab.
• README.pdf: setup steps, the suggested order of use, and the license.

Every document uses [bracketed placeholders] and a clean, neutral design that fits any industry.

Who it's for: freelancers, consultants and coaches, virtual assistants and online business managers, graphic, brand, and UX designers, writers and marketers, and indie developers and web builders.

Format: instant digital download, one ZIP with 5 .docx files, 1 .xlsx file, and a README PDF. Opens in Microsoft Word and Excel, or in Google Docs and Sheets (upload to Drive, then choose Open with). US Letter size. Nothing is shipped.

License: personal and commercial use for your own business and clients. You may not resell or redistribute the templates as templates.

Also tracking your own income? Get this kit plus the Side Hustle Income Tracker in the Freelancer Starter Kit bundle for $29: https://payhip.com/b/13ZbD

The service agreement is a template, not legal advice. Have a qualified attorney review it for your situation and location.