Process 3 min read Updated January 25, 2026

The Ultimate Client Onboarding Checklist for Freelancers

First impressions matter. A smooth onboarding process sets the tone for the entire project. Here is your checklist.

No credit card required

Phase 1: Before the work starts

Sign the Contract: Never start without it. It protects both of you.
Get the Deposit: 50% upfront is standard. It filters out non-serious clients.
Tool Access: Get logins for their WordPress, Analytics, GitHub, etc.

Schedule a quick 30-minute call to align on goals.

Define Communication Channels: "We will use Slack for daily updates and Email for major milestones."
Set Expectations: "I don't answer emails on weekends."

Sending zip files via email is amateur. Use a client portal to share files, invoices, and updates in one place.

It makes you look like an agency, even if you are a solo freelancer.

Followio includes a Client Portal where your clients can view invoices and project status.