Client Onboarding & Management Template Kit
Client Management

Client Onboarding & Management Template Kit

(4.9/5 from 100+ reviews)

A comprehensive kit of templates for freelancers and service-based businesses to streamline their client onboarding and management process. It includes everything from a client inquiry form to a project completion checklist.

One-time payment
$35.00
Instant Download
PDF + DOCX

What's Included:

  • Client inquiry form template
  • Proposal and contract templates
  • Welcome packet and onboarding checklist
  • Project timeline and communication plan templates
  • Client feedback and testimonial request forms

What Customers Say

"This tool has completely transformed my workflow. Worth every penny!"

- Alex Morgan

"Easy to use, professional quality. Highly recommend!"

- Jessica Lee