Client Onboarding Checklist | Printable PDF Template for Freelancers, Coaches and Small Business Projects

✨ Client Onboarding Checklist – Digital Download (PDF) ✨

Start every client project with confidence and professionalism! 📝
This practical checklist guides you through each step of the onboarding process – from agreements and information gathering to setup, communication, and delivery.

✅ Perfect for freelancers, coaches, consultants, and business owners
✅ PDF format – ready to print or use digitally
✅ Covers every stage: welcome, contracts, client info, tools & resources, expectations, and delivery
✅ Save time, stay organized, and create a smooth client experience

💡 Whether you work in design, marketing, consulting, or project management, this checklist helps you build stronger client relationships and avoid costly mistakes.

📩 Instant download after purchase – start using it right away!