# Client onboarding checklist — free sample

Use this before you start unpaid work. Tick items as you go.

## Before kickoff
- [ ] Discovery notes / goals written down
- [ ] Scope in writing (what’s in / out)
- [ ] Timeline + milestones agreed
- [ ] Pricing + deposit terms clear
- [ ] Signed proposal / SOW (or email acceptance)
- [ ] Client contact + billing email collected
- [ ] PO number if the client requires one

## Kickoff
- [ ] Shared folder / tools access granted
- [ ] Brand assets received (logo, fonts, colours)
- [ ] Decision-maker identified
- [ ] Communication channel agreed (email / Slack / etc.)

## First invoice
- [ ] Deposit invoiced (if any)
- [ ] Payment received before major work starts
- [ ] Receipt / confirmation saved

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*Free sample from thbproject.ca Starter Pack. The full pack also includes payment-reminder emails, proposal/SOW template, and project pricing worksheet.*