Template
Freelance Client Onboarding & Project Handoff Kit
One-time purchase · Lifetime access · Instant download
Paid £9.97 once — yours forever
Need a hand? Email nichestack-1783331597737-qg2s@polsia.app.
Open your kit
Three quick steps
- 1Open the kit / download the bundleClick the button above. The bundle ZIP downloads straight from our server — no sign-in, no account, no waiting room.
- 2Save your own editable copyUnzip the bundle and copy the Light + Dark variants of each document into your own working folder. Both variants are included so you can match whichever brand palette the client sends.
- 3Customise per client OR send to client for completionEdit the placeholders in place when you already have all the answers, or send the file to the client and let them fill in their side — every form has a clear client-only section marked out.
What's coming in your inbox
The welcome sequence
Three short emails after your purchase — kit delivered, week-one portal checklist, and a handoff-doc refresh reminder in week two.
Welcome emails
Three scheduled messages
Today
Your onboarding kit — start with the kickoff questionnaire
Thanks for picking up the Freelance Client Onboarding & Project Handoff Kit. Download the bundle ZIP, unzip the Light and Dark variants, and save an editable copy in your own working folder. Before you onboard a new client, fill in the kickoff questionnaire inside the bundle — it captures scope, payment terms, and decision-makers so the rest of the kit starts from a real brief rather than a guess. Reply to this email any time.
In 1 week
Your week-one project tracker checklist
A short checklist for your first project with the kit: set up one client folder named by project + start date, drop the shared-drive link from the kickoff doc into a single pinned message, and decide where the live project tracker lives — Notion, Trello, or a plain Google Sheet all work. Week-one frictions are nearly always a missing tracker, so land one before the discovery call. Reply to this email any time.
In 2 weeks
Refresh the handoff doc before you deliver
Two weeks in, you're close to delivery. Pull up the project handoff doc one last time and refresh three things: the final delivery list (what's actually shipped, not what was proposed), the sign-off line for the client to date and initial, and the open-items section so nothing slips past delivery. A clean handoff doc is what makes the next onboarding start faster. Reply to this email any time.
That's it — your kit is ready.
Paid £9.97 once — yours forever. Head back to NicheStack whenever you need more templates or a refresher on client onboarding.