gatedleads.com/checklist-for-freelancersNo email needed

Checklist

The new client checklist

How to use this checklist

Give this to freelancers who are new to the job or tired of avoidable disputes. Everything on it is easy to confirm in one message.

What is inside

The workDeliverables named: A list of exactly what you will hand over, in plain words.
The moneyPrice: The full fee in writing, with the currency.
The peopleOne decision maker: A single name who signs off, so feedback does not arrive from six directions.
The paperworkWritten agreement: Signed by both sides, even if it is one page.
Access and toolsLogins and permissions: What you need access to, shared safely and not in a plain message.
What happens nextWrite a short summary of everything agreed and ask the client to reply yes.

Three title ideas for your own version

The new client checklist
Freelancer client onboarding checklist
Agree it before you start

Where to promote it

Freelancer communitiesRedditXLinkedIn

What should a freelancer agree before starting work?

What will be delivered, what is not included, revisions, price and payment dates, who decides, how you will talk and who owns the work.

Make this checklist your own

The sample above is a real page. Press Use this template, sign up, and it appears in your account with this text and look, ready to edit. Change the words, add your own details and publish it.

Built with Gatedleads, the quickest way to turn a page like this into a lead magnet that collects emails.

Use this template

More for freelancers

The same audience, 9 other formats.

Lead magnet templates for freelancers →

Freelance proposal template

Template pack for freelancers

For coaches and tools that want freelancers coming back to their template.

Freelance pricing cheat sheet

Cheat sheet for freelancers

For coaches and tools that serve freelancers who struggle with pricing.

Client email templates

Email scripts for freelancers

For anyone who sells to freelancers and wants them on their list.

Case study wording swipe file

Swipe file for freelancers

For freelancers who finish good projects and never write them up.

Scope creep mistakes list

Mistakes list for freelancers

For freelancers who finish projects with less money and more hours than they planned.

Late invoice roadmap

Roadmap for freelancers

For freelancers who want a calm, fair routine for chasing late payments without losing the client.

More checklists

The same format, written for 52 other niches.

Checklist lead magnet templates →

Year-end records checklist

Checklist for accountants

For accountants who want more small business clients before busy season.

Home seller prep checklist

Checklist for real estate agents

For agents who want listing leads from homeowners thinking of selling.

First meeting checklist

Checklist for financial advisors

For advisors who want prospects arriving prepared for the first meeting.

The proposal checklist

Checklist for consultants

For consultants who want other consultants and freelancers on their list.

Role briefing checklist

Checklist for recruiters

For recruiters who want hiring managers on their list.

Course launch checklist

Checklist for course creators

For tools and coaches that serve course creators before a launch.

Campaign launch checklist

Checklist for marketing agencies

For agencies that want clients to see how carefully they work.

New client onboarding checklist

Checklist for business coaches

For business coaches who want new coaching clients to start well and stay longer.

The first 30 days checklist

Checklist for fractional executives

For fractional CMOs, CFOs and COOs who start new engagements several times a year.

The book launch checklist

Checklist for authors

For authors and ebook sellers who want a launch that keeps selling after the first week.

One to one meeting checklist

Checklist for leadership coaches

For leadership coaches who want new and middle managers on their list.

Discovery call checklist

Checklist for sales coaches

For sales coaches and trainers who want salespeople and founders who sell on their list.

New starter onboarding checklist

Checklist for HR consultants

For HR consultants who want small business owners and managers who are about to hire on their list.

IT security checklist

Checklist for IT consultants

For IT consultants and managed service providers who want small business owners without in house IT on their list.

Event day checklist

Checklist for speakers and trainers

For speakers and trainers who want newer speakers and subject experts who present on their list.

Weekly reset checklist

Checklist for life coaches

For life coaches who want people who feel busy but stuck on their list.

Choosing a tutor checklist for tutors

Checklist for tutors and education consultants

For tutors and education consultants who want parents and adult learners looking for a tutor on their list.

Wedding planning checklist

Checklist for wedding planners

For wedding planners who want newly engaged couples on their list.

Pension tracing checklist

Checklist for pension advisers

For pension advisers who want people approaching retirement on their list before they have a full picture.

Sale readiness checklist

Checklist for business brokers and M&A advisers

For business brokers and advisers who want owners thinking of selling on their list.

Product launch checklist

Checklist for software companies

For anyone who sells to software companies and wants founders and product teams on their list.

Tenancy start checklist

Checklist for letting agents and property managers

For letting agents and property managers who want landlords and new tenants on their list.

Deal check checklist

Checklist for real estate flippers

For property flippers who want first time flippers and small partners coming to them for a way to check a deal.

Project start checklist

Checklist for home builders and renovators

For builders and renovators who want homeowners planning a project on their list.

Garden brief checklist

Checklist for landscapers and garden designers

For garden designers and landscapers who want homeowners planning a garden on their list.

Process audit checklist

Checklist for AI automation agencies

For automation agencies that want business owners on their list before a first project.

Consultation checklist

Checklist for cosmetic and aesthetic clinics

For clinics who want patients to arrive informed and unhurried, and to choose them on care rather than on an offer.

First physio appointment checklist

Checklist for physical therapists

For physiotherapists who want people with a new pain or injury to find them before they book.

First appointment checklist

Checklist for nutritionists and dietitians

For nutritionists and dietitians whose new clients arrive unprepared and use the first session to gather basics.

Bedtime routine checklist

Checklist for parenting, sleep and family coaches

For sleep and family coaches who want parents of toddlers and young children on their list.

Gym tour checklist

Checklist for gym owners

For gym and studio owners who want prospects to visit prepared and join with their eyes open.

Campaign launch checklist

Checklist for cold email agencies

For agency owners who want clients and prospects to see that campaigns are launched with care.

Kitchen survey visit checklist

Checklist for kitchen and bathroom remodellers

For kitchen and bathroom fitters who want the survey visit to end with a plan the client can say yes to.

First orthodontist visit checklist

Checklist for dental practices

For orthodontic and family dental practices who want new patients and parents to arrive prepared.

Pick one, change the words, publish.

Free to start. No credit card.

Start building free