Look professional from day one. A ready-to-use markdown toolkit with everything you need to onboard new freelance clients smoothly — checklist, proposal template, invoice template, and intake questionnaire.
A step-by-step checklist covering pre-kickoff prep, kickoff calls, admin setup, and ongoing project hygiene.
A fill-in-the-blank proposal covering scope, timeline, pricing, revisions policy, and sign-off.
A clean invoice layout available in both Markdown and CSV formats, ready for any client.
Twenty targeted questions to ask new clients before kickoff so you walk in fully prepared.
Every file is plain, editable Markdown/CSV — no software lock-in. Drop them into Notion, Google Docs, Word, or your favorite editor and customize them to fit your brand and workflow in minutes.
"This saved me hours of back-and-forth with new clients."
"Finally, an onboarding process that makes me look organized from the first email."
"The proposal and invoice templates alone were worth the price."
The Client Onboarding Checklist, a Project Proposal Template, an Invoice Template, and a Client Intake Questionnaire — four files designed to work together from first contact to kickoff.
Everything is delivered as plain, editable Markdown and CSV files — no proprietary software required. Open them in Notion, Google Docs, Word, or any text editor.
After checkout you'll get instant access to a download link — no waiting, no shipping. The files are yours to keep forever.
We offer a 30-day money-back guarantee. If you're not happy with the kit, just email us within 30 days for a full refund, no questions asked.
Yes. Every file is plain Markdown/CSV, so you can freely edit wording, branding, and formatting to match your own business.
Instant download after purchase. One-time payment, yours forever.
Buy Now — $19