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Free Resource / Digital download

Free Client Onboarding Checklist

$0.00 USD

Digital products. Review the product description for included files and delivery details. Contact support if you need help accessing an order.

Taxes, where applicable, are calculated at checkout.

Free download. The 23-point checklist freelancers and creators use to onboard a new client without the chaos — no missed intake, no lost assets, no awkward kickoff.

What's inside (6 sections, 23 checks):

  • Lock the handoff trigger
  • Send the welcome message
  • Collect intake
  • Request assets safely
  • Run a 30-minute kickoff
  • Pass the readiness gate

Add it to your cart and check out for $0 — the PDF is delivered to your email right after. No card required.

Want the full system instead of just the checklist? The Client Onboarding OS ($59) builds the whole thing out — and code WELCOME15 takes 15% off.

Files and compatibility

See the product description for its complete file list. Standard kits include HTML, Markdown, and CSV files. A modern browser and a spreadsheet or text editor are sufficient; optional AI use may involve a separate service.

How you can use it

Single-business internal use, including finished client-specific outputs. Source templates, workbooks, and guides may not be resold, shared, sublicensed, or redistributed. The license included with your product governs use.

Need a hand?

For product questions or help accessing an order, email pluggmobilellc@gmail.com.