Client Onboarding & Project Planner
Client Onboarding & Project Planner
Start the project with the right inputs and a clear approver.
For a freelancer or small service business coordinating work after the scope has been agreed. Put the required assets, deliverables, review dates and open questions on one reusable planning sheet.
What you receive
- English and Spanish PDF editions of the same product: 6 pages per language.
- An onboarding workflow, worked example and preparation checklist.
- A project worksheet for the approver, assets needed, deliverables, milestones and open changes.
- A milestone tracker for owner, due date and approval status. This is an internal planner, not a contract or an editable client welcome packet.
- A ZIP with US Letter printable PDFs and start instructions.
$15 USD, one-time purchase. No physical shipment.
Use it your way
Print the pages or annotate them with a compatible PDF app. These are static PDFs without interactive form fields, not editable Canva templates. The PDF files do not require a software subscription.
See the actual pages
The gallery shows the real cover and an interior sample. Examples are illustrative.
Delivery and license
Your download link arrives in your order confirmation email right after purchase. No personalization or printed copy is included.
For one purchaser's own household, event or business operations as relevant. Customer resale, redistribution and claiming authorship are not included.
Español — qué incluye
Para organizar un proyecto después de acordar el alcance: reúne responsable de aprobación, materiales, entregables, hitos, fechas y preguntas abiertas. Incluye ejemplo y registro de tareas. Es un planificador interno; no es un contrato ni un paquete de bienvenida editable.
Recibes el mismo producto en inglés y español: 6 páginas por idioma, en un ZIP con instrucciones. Precio: $15 USD, un solo pago. PDFs estáticos para imprimir o anotar; sin campos interactivos ni plantillas de Canva. No incluye envío físico ni personalización.
Recibes el enlace de descarga en el correo de confirmación, justo después de comprar. Licencia para el uso propio del comprador en su hogar, evento o negocio, según corresponda; no incluye reventa ni redistribución.