Client onboarding questionnaire — gather project scope and goals
6wClient contract and scope of work template
5wProject kickoff checklist — first client meeting agenda
5wTime tracking — per-project hours and budget remaining
5wInvoice template and payment tracking spreadsheet
5wClient feedback and revision tracking system
Project completion and testimonial request sequence
4wLate payment follow-up sequence — automated email reminders
4wClient offboarding checklist — final deliverables, files, and farewell
4wClient project tracker template — status, milestones, and next steps
4w