2 checklists
Freelance & agency checklists
Client onboarding and offboarding checklists for freelancers and agencies.
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Client offboarding checklist
A wrap-up checklist covering deliverables, asset transfer, access revocation, and final invoicing for closing out a client engagement cleanly. Check items off, add notes, then export your progress to PDF or CSV.
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New client onboarding checklist
A pre-kickoff checklist covering contract, payment, access, and communication tasks for onboarding a new client — so nothing slips through before billable work begins. Check items off, add notes, then export your progress to PDF or CSV.