Client Onboarding & Project Kit
32-page printable and fillable kit for freelancers and service businesses: intake, scope, kickoff, project tracking, 11 message templates and wrap-up.
$17.99
Buy now · $17.99Instant digital download. No physical item ships. Personal use licence. See terms for refunds.
What's inside
- Client snapshot, discovery call guide, intake questionnaire
- Client fit checklist, scope builder, pricing options
- Proposal outline, agreement checklist, payment terms
- Onboarding checklist, access tracker, kickoff, communication plan
- Project plan, tasks, approvals, revisions, change requests
- Weekly status, meeting notes, risks and issues, invoice tracker
- 11 message templates to edit in your own voice
- Wrap-up, feedback and follow-up, client dashboard
- Printable and fillable/hyperlinked PDF editions; US Letter. Not legal or tax advice; not a contract.
Download the free 3-page sample (PDF)
Preview
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