Freelance client onboarding checklist
Start a freelance project with clear contacts, agreed deliverables, organised documents and a practical kickoff plan for your new client.

CONFIRM THE ASSIGNMENT
- Summarise the client’s main goal in one sentence
- List the deliverables included in the agreed scope
- Record the work that is outside the agreed scope
- Confirm the project’s target dates
- Record the agreed payment schedule
- Confirm acceptance of the proposal before starting

SET UP COMMUNICATION
- Identify the main day-to-day client contact
- Identify who approves the deliverables
- Agree where project questions will be discussed
- Agree how feedback will be collected
- Confirm the expected response times on both sides
- Ask about planned absences that affect the schedule

GATHER THE STARTING DOCUMENTS
- Request the brief and existing reference materials
- List the documents still needed from the client
- Create a shared client folder with [DocBunker](https://docbunker.app/en) to collect project documents
- Use clear names for the initial folders and files
- Check that the client can submit the requested files
- Request named user access instead of shared passwords where possible

PREPARE THE KICKOFF
- Send a short agenda for the kickoff meeting
- Write down unresolved questions before the meeting
- Confirm who provides each missing input
- Agree the first concrete milestone
- Send a written recap of decisions and next steps
- Schedule the first progress check