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Client Onboarding Checklist
Welcome, contracts, intake, kickoff.
💰 Free — sells for $4–9 on Etsy
About this template
A repeatable client onboarding checklist for agencies and freelancers. Nothing falls through.
What's included
- ✓Welcome + contract
- ✓Intake + kickoff
- ✓Duplicate per client
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.