Client onboarding questionnaire — gather project scope and goals
12wProspect
Client contract and scope of work template
12wProposal
Project kickoff checklist — first client meeting agenda
12wActive Project
Time tracking — per-project hours and budget remaining
11wActive Project
Invoice template and payment tracking spreadsheet
11wInvoicing
Client feedback and revision tracking system
Active Project
Project completion and testimonial request sequence
10wFollow-up
Late payment follow-up sequence — automated email reminders
11w
Client offboarding checklist — final deliverables, files, and farewell
10w
Client project tracker template — status, milestones, and next steps
11w
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Freelance Client Management Template

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