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Client operations

Client Onboarding Command Center

A practical client onboarding and management spreadsheet for freelancers and consultants who want one place for intake, checklists, briefs, timelines, assets, communication and payments.

$9.99 on Etsy
View on Etsy
Worklune Client Onboarding Template for Google Sheets and Excel
Worklune Client Onboarding Template showing the onboarding dashboard
Inside the template

Designed to organize

  • Client intake
  • Onboarding checklist
  • Project brief
  • Timeline & milestones
  • Asset tracking
  • Communication log
  • Billing & payments
  • Dashboard
A repeatable client-start system

Keep onboarding consistent without adding another app.

Built to complement the rest of the Worklune freelancer operations toolkit.

Helpful guides

Learn the workflow behind the tool.

How to Build a Simple Client CRM in Google Sheets →Client Onboarding Checklist for Freelancers →