Simplify Your Process with a Free Client Onboarding Checklist

Winning a new client always feels great, but let’s be honest—the onboarding process can be messy. There is a lot to handle at once: collecting client info, setting up accounts, creating folders, adding CRM details, and more. In the rush to get things moving, it is easy to miss a step. That can cause friction, delays, and make you look less polished than you want.

Having a clear onboarding process helps you stay professional, save time, and avoid mistakes. That is exactly why I built this Client Onboarding Checklist.

The Problem with Onboarding

Whether you are freelancing or running an agency, the early days of a new client relationship are critical. You might need to:

Collect key details (contact info, business data).
Set up accounts and tools (Slack, Google Drive, Trello, CRM).
Create folders, templates, and workflows.

Without a checklist, you are relying on memory or scattered notes. That is a recipe for missed steps and unnecessary stress.

Meet the Free Client Onboarding Checklist: Simple, Customizable, and Private

This tool is designed to make your life easier. It is a simple digital checklist you can fully customize to match your workflow and preferences. You can add, remove, or reorder tasks as needed to fit each client’s onboarding journey.

Here is what it offers:

Customizable Tasks: Tailor the checklist to your exact process.
Simple and Clear Interface: Focus on getting things done, not figuring out the tool.
Privacy-First: All data is stored locally on your computer, with no account creation required.
Free Forever: No fees, no paywalls.

Key Features at a Glance

🔹 Fully Customizable Add, remove, or rearrange tasks to fit your unique onboarding workflow.

🔹 Straightforward and Focused No extra features, just a clean checklist that helps you stay on track.

🔹 Privacy-First and Free Your data stays on your computer. No signups or cloud storage involved.

🔹 Save Time and Avoid Mistakes Make sure nothing slips through the cracks during onboarding.

Who This Is For

Freelancers who want a smoother onboarding process.
Agencies that need a simple tool to keep their client onboarding organized.
Anyone looking for a customizable checklist that respects privacy.

Why I Built It

Over the years, I have seen how easy it is to miss small but important steps when bringing on a new client. I created this checklist to keep myself organized and ensure every new client experience starts off on the right foot.

It is built around my own needs, but I hope it helps other freelancers and agencies out there too. It is simple by design, with privacy in mind, and meant to be as hassle-free as possible.