Client Onboarding Checklist Template for Freelancers

Streamline Your New Client Introductions with a Comprehensive Checklist, Designed for Freelancers

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from 248 reviews

Struggling to streamline client onboarding process as a freelancer?

Are you struggling to streamline your client onboarding process as a freelancer? Discover a solution that simplifies these challenges with our comprehensive checklist.

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Available for Notion

Onboard clients with Ease, Designed for Notion

Effortlessly guide your clients from start to finish, designed for Notion

Get Template for $17

Customizable Fields

Pre-bult Components

Mobile Friendly

Project Milestones Blocks

Invoice/Expense Manager

Available for Figma

Professionally designed to suit your brand, template available in Figma

Tailor-made to reflect your unique style, available as a Figma template

Get Template for $17

Free Fonts

Pre-bult Components

Auto-Layout

Perfect for all creatives

Whether you are an established freelancer or you're just starting out, there is always something helpful.

Freelancers

Looking for your first client or just starting out, Use Freelance can help.

Subscription agencies

Looking for a steady stream of clients? Use Freelance provides the necessary resources to keep the clients coming.

Small/Large sized agencies

Are you an agency owner looking to scale? Use Freelance provides resources you need no matter your current size.

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What freelancers are saying about this template

Don't just take our word for it, listen to other freelancers building their career with UseFreelance

"This template saved me hours! I used to dread writing emails or proposals from scratch."

— Lisa Tran, Brand Strategist

"I didn’t know how to put my services into words before. This template helped me sound clear and confident."

— Jamie Lohan, Brand Strategist

"Using this made me feel like I finally had my act together. Everything looked organized and intentional."

— Priya Anand, Digital Marketer

"Everything is laid out so well. I didn’t have to think twice—just filled in my details and sent it off."

— Marcus Jenson, Graphic Designer

"As someone who overthinks everything, this gave me peace of mind knowing I wasn’t missing any key info."

— Daniel Whitmore, Motion Designer

"Simple but powerful. Helped me land my first big client because I looked legit."

— Michael Carter, UI/UX Designer

"I love how beginner-friendly it is. I didn’t feel lost or overwhelmed at all."

— Noah Davidson, Web Developer

"Even my clients noticed the difference. One asked if I worked with an agency because it looked so polished."

— Daniel Whitmore, Motion Designer

"Templates like this take the mental load off. It’s like having a freelance assistant in Notion or Google Docs."

— Jordan Matthews, Web Developer

Get this templates now, with lifetime updates

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Client Onboarding Checklist Template for Freelancers

$17

$29

Freelancing basics

Free templates

Starter resources

Available in Notion and PDF

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About the creator

Hi, I'm Louwe Brian—an experienced designer, agency owner, and seasoned freelancer dedicated to helping freelancers succeed.

With over 20+ years of experience running a successful freelance business all the way to owning an agency, I’ve faced the challenges, learned the lessons, and now I’m here to share everything I know, so you can avoid common pitfalls and build a thriving freelance career faster.

What you’ll get:

✅ Real-world insights from years of hands-on freelancing
✅ Proven strategies to help you navigate and grow your business
✅ Continuous updates—because freelancing is always evolving

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Frequently Asked Questions

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