Worklune

Client onboarding

Editable Client Onboarding Checklist

A clean onboarding checklist for freelancers and consultants who want a consistent, professional workflow from pre-boarding through kickoff and the first week.

$9.99 on Etsy

Find it in the Etsy shop

Worklune Client Onboarding Checklist, editable in Canva and printable as PDF

Worklune Client Onboarding Checklist pages for freelancers, consultants and agencies

What you get

Checklist sections

Welcome & timeline overview
Pre-boarding checklist
Day 1 kickoff
Week 1 progress
Ongoing maintenance
Editable Canva format
Printable PDF

Simple by design

Make every new client start feel organized.

A lightweight companion to the Worklune Client Onboarding Command Center.

Helpful guides

Learn the workflow behind the tool.

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