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Client Onboarding Checklist for Freelancers, Kickoff Meeting Agenda & Welcome Email Templates, Printable PDF Editable Word

NowPrice:$9.00

Original Price: $12.00

25% off

•

Sale ends on November 17

Includes Etsy Purchase Protection

You can only make an offer when buying a single item

Highlights

  • Designed by OrvianMarket
  • Digital download
  • Digital file type(s): 1 PDF, 1 other file

A step-by-step checklist from signed deal to the end of week one. It comes with three emails: welcome, scope confirmation and kickoff recap.

WHAT'S INSIDE
• Onboarding checklist: A. before kickoff, B. access and assets, C. kickoff conversation, D. first 7 days, E. optional quality gates
• Fill-in header for client, project, kickoff date and contact
• Kickoff summary template to paste into an email
• Welcome / kickoff email
• Scope confirmation email
• Kickoff recap email

HOW IT WORKS
1. Print the checklist (or keep the Word file per client).
2. Tick it off from signed deal to the end of week one.
3. Send the three emails at the moments noted on each.

FILES YOU'LL DOWNLOAD
• Client-Onboarding-Checklist-and-Kickoff-Emails.pdf (printable, US Letter)
• Client-Onboarding-Checklist-and-Kickoff-Emails.docx (editable)

INSTANT DIGITAL DOWNLOAD
This is a digital product. No physical item will be shipped. After purchase, download your files from Etsy → You → Purchases and reviews, or from the link in your confirmation email.

FILE PROBLEM? OUR 14-DAY PROMISE
Digital downloads can't be returned on Etsy. But if a file won't open, doesn't work as described, or isn't what you expected, message us within 14 days of purchase and we'll fix it or refund you.

FAQ
Q: Does it include a contract?
A: No. It's a checklist and emails, not a legal contract. Use your own agreement.
Q: Printable?
A: Yes, the PDF is print-ready on US Letter and prints fine on A4.
Q: How do I get the files?
A: Right after purchase, from Etsy → You → Purchases and reviews, or the download link in your Etsy confirmation email. You can re-download any time.

HOW IT'S MADE
Designed by Orvian Market with the help of AI tools for drafting and layout. Every formula, page and file was checked and tested before listing.

LICENSE
For use in your own business, with as many of your own clients and projects as you like. Please don't resell, share or re-upload the files.

Planning and writing templates only, not legal, tax or financial advice.
Microsoft Word is a trademark of its respective owner. Orvian Market isn't affiliated with or endorsed by it.

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