A lightweight onboarding workspace for freelancers, contractors, and solopreneurs who need to look professional without enterprise overhead. Capture intake, send a polished welcome, and walk every new client through kickoff in Taskade.
What's Included
- Intake Form: Project goals, deliverables, deadlines, and access credentials in a one-page form
- Contract Checklist: SOW signed, deposit invoiced, kickoff scheduled — three steps on a Board view
- Welcome Email Agent: AI agent drafts a warm welcome email referencing the client's specific goals from the intake form
- Project Kickoff Doc: Auto-populated from intake form responses — no copy-paste between docs and tasks
Why This Template Wins
- Polished without overhead: Most freelance onboarding is a Notion doc and three back-and-forth emails. This is a single intake form and a one-click welcome email so clients feel handled
- Memory across clients: Every onboarding writes to your client database, so the Welcome Email Agent gets better the more clients you onboard — your tenth onboarding is sharper than your first
- Branded without a designer: Publish the intake form on your own domain or share via your portfolio link — clients land on something that looks custom-built without you owning a design system
How to Use
- Clone this template into your Taskade workspace
- Customize intake fields for the questions you actually ask new clients
- Train the Welcome Email Agent on your tone — friendly, formal, casual, etc.
- Send the intake form to new clients when the proposal is accepted
- Set up automation triggers so the welcome email fires automatically when the form is submitted
FAQ
Do I need to know YAML or code to customize this?
No. Edit fields and stages directly in the workspace UI — same as renaming a Google Sheet column. The AI agent prompts are also editable in plain English, no programming required.
Can I use this with my existing client list in a spreadsheet?
Yes. Import your spreadsheet via CSV, or connect Google Sheets so new client rows automatically trigger the onboarding workflow.
What if I have only 1-2 clients per month?
Free plan is enough. The Welcome Email Agent uses standard AI credits — about 50-100 credits per onboarding, well within Free plan allowance for low volume.
CTA
Try this template free in Taskade. For setup help, see /learn/agents/custom-agents. To generate a freelance portal from a prompt, try the AI Client Portal Generator. Browse freelance apps in the Community Gallery.