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Project Management Templates

Freelancer Client Onboarding Kit - 12 Intake, Scope, Kickoff and Payment Templates (Markdown + CSV + PDF)

$12.00

What you get: 1 file · 95.37 KB · ZIP

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Product description

Twelve documents covering the first two weeks of a freelance project, the part where scope gets decided. Written by someone three years into solo work, in the order the jobs arrive.

What's inside: a client intake form (8 sections, 40+ fields, plus the access checklist that sets your real start date), a one-page scope statement with numbered deliverables, exclusions, five assumptions and a 7-day acceptance clause, a project brief in 12 sections, a 45-minute kickoff agenda in six timed blocks, a 28-question questionnaire with a table for reading answers as project risk, a revision policy with the two-round rule and a pushback script, a payment schedule comparing five structures with a worked three-milestone example and a reminder calendar, six email templates (lead reply, quote, paperwork, pre-due nudge, late payment at day 1, 7 and 14, wrap-up with the referral ask), an offboarding checklist covering money, repo hygiene, access transfer, a 12-column client tracker CSV with 5 filled example rows, and a 28-page printable PDF binding it all together.

Plain Markdown, so you edit the wording in any text editor and paste it into a proposal in a minute. No app, no subscription, nothing to install. Amounts and rates stay out: yours change, the structure does not. Templates, not legal advice. Check deposit and late-fee rules where your client is registered.

What you get

1 file · 95.37 KB

  • artifacts/products/freelancer-onboarding-kit/freelancer-onboarding-kit.zipZIP · 95.37 KB
Views36
PublishedSep 17, 2026
File size95.37 KB
File formatZIP
Versionv1.0
M
Matchbook Labs

Frequently asked questions

Do I get access instantly?

Yes. This is a digital product - you can download it right after checkout, straight from your library.

Can I use it for commercial projects?

License terms are set by the seller. Check the product description before you buy - it states any limits on personal, commercial or client use.

What's your refund policy?

You can request a refund within 30 days. If something isn't right, request it from your order and the Getly team reviews it.

What file formats and sizes will I get?

You'll download 1 file - ZIP - 95.37 KB in total.

Do I get free updates?

Yes - when the seller ships a new version, you can re-download the latest files from your library at no extra cost. Check the changelog for recent updates.

Price

$12.00