FREELANCE ONBOARDING

smart onboarding · by Dandy Tootin

All clients

    New client intake

    Business name *
    Primary contact
    Email
    Phone
    Project goals
    Budget range
    Timeline
    Assets / links
    Project status

    Client pack

    Status

    Kickoff checklist

    Default kickoff checklist (editable)

    New clients copy this template. Edits here don’t change existing clients.

    Backup

    Data

    Dandy Tootin · offline client onboarding pack