# 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

- Items: 24
- Live page: https://listomancy.com/freelance-client-onboarding-checklist
- Export: https://listomancy.com/export/freelance-client-onboarding-checklist.md, https://listomancy.com/export/freelance-client-onboarding-checklist.csv, https://listomancy.com/export/freelance-client-onboarding-checklist.txt

Source: Listomancy (https://listomancy.com). Duplicate this list to edit it: https://listomancy.com/create?from=freelance-client-onboarding-checklist