Generate a complete onboarding checklist that walks each new client from signed contract to first deliverable, built from a description of how you work. It helps freelancers deliver a polished, repeatable welcome every time.
What's Included
- Signing steps: Proposal, contract, and deposit-collection milestones.
- Intake items: Questionnaire, asset gathering, and access requests.
- Kickoff plan: Scheduled call and goal-alignment agenda.
- Setup tasks: Project board, timeline, and communication channel.
How To Use
- Describe your services and typical onboarding flow.
- Generate an ordered checklist with all key steps.
- Customize stages for your industry and tools.
- Reuse the checklist for every new client signing.
Turn the checklist into a repeatable workflow and assign an onboarding agent to send welcome messages and collect missing details automatically.