The Client Onboarding Template I Use to Convert Leads Into Long-Term Clients
I've been freelancing for over 4 years now, and I noticed something strange:
Most lost clients disappear in the first 7 days — right during onboarding.
So, I built a simple onboarding template that fixed it. It’s designed to:
Set expectations clearly
Collect all client info in one go
Cut back-and-forth emails
Build trust fast
It’s basically a welcome message, intake form, and project roadmap — all in one.
I’ve used it to onboard 100+ clients, from startup founders to solo biz owners.
Want it? It’s FREE.
Download here →client-onboarding-kit/
No sign-up needed — just scroll and download.
✦ Want a Notion version too? Let me know!
This changed how I handle new clients.