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

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.