Client Onboarding Checklist:

You landed a new client inquiry—congratulations! But what happens next can make or break the relationship. A clear, thoughtful onboarding process not only sets expectations but also builds trust and positions you as a true professional. In this guide, we’ll walk through a client onboarding checklist designed for freelancers and small business owners. From first inquiry to receiving that first payment, these steps ensure your workflow is seamless and stress-free.