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
Worklune