Client onboarding questionnaire — gather project scope and goals
6wProspect
Client contract and scope of work template
5wProposal
Project kickoff checklist — first client meeting agenda
5wActive Project
Time tracking — per-project hours and budget remaining
5wActive Project
Invoice template and payment tracking spreadsheet
5wInvoicing
Client feedback and revision tracking system
Active Project
Project completion and testimonial request sequence
4wFollow-up
Late payment follow-up sequence — automated email reminders
4w
Client offboarding checklist — final deliverables, files, and farewell
4w
Client project tracker template — status, milestones, and next steps
4w
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Freelance Client Management Template

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