Freelancer Client Onboarding Kit | Fillable PDF, US Letter & A4

Onboard new clients with a professional, consistent set of forms. Type into the fillable fields or print and write by hand.

What's inside

• Welcome Letter to open the relationship
• Client Intake Questionnaire
• Project Scope & Deliverables and Timeline & Milestones
• Communication & Working Hours
• Payment Terms
• Feedback & Revision Process with a request tracker
• Project Kickoff Checklist with tick boxes
• Project Wrap-Up & Client Feedback, and Call & Meeting Notes

Perfect for

Freelancers, consultants and small agencies who want clear client expectations from the first day. Not legal advice - have contracts reviewed by a professional.

What you get

• US Letter (8.5 × 11 in) + A4 PDFs, 12 pages each, with fillable fields
• Every page also prints cleanly blank for handwriting
• Print at home or at a print shop — reprint as often as you like for personal use

How it works

1. Buy the printable.
2. Get your instant download link on the order confirmation page and in your email.
3. Open the PDF in a free PDF reader such as Adobe Acrobat Reader, click a field and type. Or print it and write by hand.

Digital product — no physical item will be shipped. Personal use only.
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