AnchorTech Innovations // products / freelancer-client-onboarding-kit
Freelancer Client Onboarding Kit
A repeatable system for the first two weeks with a new client.
$15.00
DOCX, 11 KB
Not what you needed? Email me within 14 days of purchase and I'll refund it, no questions asked.
§01 what's included
What's included
- ✓A day-by-day onboarding timeline from contract signed through the first status update
- ✓A welcome email template ready to send the moment a contract is signed
- ✓An 8-question client intake form
- ✓A timed, 5-part kickoff call agenda
- ✓A project scope confirmation email template
- ✓A weekly status update template
§02 who it's for
Who it's for
- →Freelancers who either overwhelm new clients or leave them guessing what happens next
- →Anyone who wants client onboarding to stop being improvised every time
- →Freelancers who bill by the project and want the first two weeks to run themselves
§03 details
Version and support
- version
- 1.0
- last updated
- September 13, 2026
Have a question before you buy? Email me at joshboepple@anchortech.org and I'll get back to you.