Client Onboarding Checklist

 Client Onboarding Checklist is a Notion template that helps freelancers and solopreneurs standardize the onboarding process for new clients. Collect all necessary information, outline project expectations, and ensure smooth project kick-offs with a professional workflow.

Key Features:

• Step-by-step onboarding process
  
  

• Collect client information and documents
  
  

• Outline project scope and expectations
  
  

• Ensure consistent and professional onboarding
  
  

Ideal for freelancers, consultants, and small agencies