Client onboarding questionnaire — gather project scope and goals
12wClient contract and scope of work template
12wProject kickoff checklist — first client meeting agenda
12wTime tracking — per-project hours and budget remaining
11wInvoice template and payment tracking spreadsheet
11wClient feedback and revision tracking system
Project completion and testimonial request sequence
10wLate payment follow-up sequence — automated email reminders
11wClient offboarding checklist — final deliverables, files, and farewell
10wClient project tracker template — status, milestones, and next steps
11w