Preview — your downloaded file is fully editable.
🚀
Client Onboarding Checklist
Welcome, contracts, intake, kickoff.
💯 100% Free — no signup, no watermark
📁Save to Google Drive
Save this file straight to your Drive, then open it with Google Docs — no download needed.
- ✓Welcome + contract
- ✓Intake + kickoff
- ✓Duplicate per client
About this template
A repeatable client onboarding checklist for agencies and freelancers. Nothing falls through.
How to use it
- Click the "Make a copy" button above (or download the file).
- Google will open the template in your account. Click File → Make a copy if it doesn't prompt automatically.
- Replace the placeholder text with your own. The layout, fonts, and formulas stay put.
- Export to PDF when you're ready to send or print.
License: Free for personal and commercial use. No attribution required. Do not resell the template itself.
