📋 New Product

Stop Winging It With New Clients

6 professional onboarding templates that set clear expectations, protect your time, and make you look like a pro — from the very first email.

£12 one-time — yours forever
Get the Onboarding Kit →

✓ Instant download • ✓ Print-ready • ✓ 30-day guarantee

Sound familiar?

Starting a new project shouldn't feel this chaotic

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Scope creep because you never documented what was — and wasn't — included

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Awkward payment conversations because terms were never put in writing

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Endless back-and-forth because you didn't ask the right questions upfront

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Messy project handoffs because there's no checklist to follow at the end

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Looking unprofessional with ad-hoc emails and no clear process

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Late payments because the client "didn't realise" those were the terms

What's inside

6 Templates. Every Stage of Onboarding. Covered.

From first contact to final handoff — a complete system that makes every new client feel like they're in good hands.

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Client Questionnaire & Brief

27 carefully chosen questions across 6 categories. Get everything you need before you start — goals, brand details, technical requirements, timelines, and budget.

27 questions · 6 sections
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Welcome Email Template

A warm, professional email that sets the tone for your working relationship. Confirms project details, explains your process, and sets expectations from day one.

Copy & paste ready
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Project Timeline Template

A structured week-by-week timeline with phases, milestones, and deliverables. Keeps projects on track and gives clients clear visibility of progress.

4-phase framework
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Payment Terms Agreement

Professional payment terms covering deposits, milestone payments, late payment fees, and UK statutory interest rights. Copy straight into your contracts.

UK law references
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Scope of Work Template

A comprehensive SOW that defines deliverables, exclusions, revision limits, and approval criteria. Your bulletproof defence against scope creep.

Fill-in-the-blank
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Project Completion & Handoff Checklist

A 25-item checklist covering final deliverables, asset transfers, documentation, feedback collection, and closing the project professionally.

25-item checklist
6 Professional Templates
27 Client Brief Questions
25 Handoff Checklist Items
£12 One-Time Payment

Who this is for

Built for freelancers who are tired of reinventing the wheel

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Designers, developers, writers — anyone who works with clients on a project basis

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New freelancers who want to look professional from their very first project

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Experienced freelancers who are sick of scope creep and payment issues

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Consultants and contractors who want a repeatable onboarding process

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UK-based freelancers — payment terms include UK statutory interest references

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Anyone who's ever had a project go sideways because expectations weren't set from the start

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Instant Access

Download immediately after purchase

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Print-Ready

Clean formatting that looks great on paper

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Free Updates

Lifetime access to template updates

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30-Day Guarantee

Full refund if you're not satisfied

FAQ

Questions? Answers.


Six professional templates: a client questionnaire & brief (27 questions across 6 sections), a welcome email template, a project timeline template, a payment terms agreement with UK legal references, a scope of work template, and a 25-item project completion & handoff checklist. All beautifully formatted and ready to use.
The kit is delivered as a beautifully formatted HTML file that you can open in any browser, print to PDF (Ctrl+P → Save as PDF), or copy and paste into Google Docs, Notion, Word — whatever you prefer. Every template includes fill-in-the-blank fields for easy customisation.
Absolutely. Every template uses clearly marked [bracketed fields] for your business name, client details, project specifics, rates, and more. They're designed as starting points — customise them to match your brand and workflow.
The onboarding process, questionnaire, emails, and scope of work are universal — they'll work for freelancers anywhere. The payment terms agreement includes specific UK statutory interest references, but you can easily adapt these to your local laws.
Yes — they complement each other. The Getting-Paid Toolkit focuses on chasing and collecting overdue payments (email templates, escalation scripts, contract clauses). This Onboarding Kit focuses on preventing payment issues by setting clear expectations before work begins. Used together, they cover the entire freelance project lifecycle.
We offer a 30-day money-back guarantee. If the kit doesn't help you onboard clients more professionally, email [email protected] and we'll refund you — no questions asked.

Ready to onboard clients like a pro?

Stop reinventing the wheel every time you land a new client. Get the templates, set the expectations, protect your time.

£12 one-time — instant download

Get the Onboarding Kit →

✓ 6 templates • ✓ Print-ready • ✓ 30-day guarantee