Client Onboarding Checklist

Free

Generate a step-by-step onboarding checklist tailored to your project type.

Your name

Client name

Project name

Project type

Project start date

Estimated end date

Project — Client Onboarding Checklist

Client: [Client Name] | Start: [Start Date] | Due: [End Date]

Share project brief & signed contract

Collect deposit (as per payment terms)

Send welcome email with timeline & communication norms to the client

Set up shared folder (Google Drive / Notion / Dropbox)

Request access: domain, hosting, CMS credentials

Confirm tech stack & browser support requirements

Discovery call — goals, competitors, inspiration

Define sitemap & feature list

Share mood board / style references

Agree on content delivery deadline with the client

Weekly progress update sent every Monday to the client

Review milestone 1: wireframes / prototype

Collect feedback within agreed days

Review milestone 2: design / staging build

Final QA checklist completed

Final files / handoff package ready

Client training session (if applicable)

Send final invoice to the client

Request testimonial / referral

Archive project files

Create a free FreelancerKit account to save your work and manage clients, projects, and invoices.