client onboarding checklist generator New Free

Generate a practical kickoff checklist + a client email you can send to collect everything fast. Copy or download as .txt. No signup.

client name

project

target start date (optional)

timeline

deposit received?

contract signed?

primary communication

check-in cadence

Copied!

Click “generate” to create your onboarding checklist + email.

Tip: onboarding speed = profit. don’t start work until scope + access + payment are clear.

Freelancer OS gives you a Notion dashboard for pipeline, projects, and delivery so onboarding doesn’t become chaos.

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