Client Onboarding and Offboarding Checklists Notion Template | 54-Step Client Workflow for Freelancers and Small Agencies | 5 Email Templates

TCD-Client-Onboarding-Offboarding-Checklists.pdf, a one-page US Letter guide with the Notion template link, five setup steps, and troubleshooting. Open the link, click Duplicate, and the template is in your Notion workspace. Works on the free Notion plan. Instant download after purchase.

3 connected databases: Clients, Onboarding Checklist, and Offboarding Checklist
Onboarding Checklist: 30 steps in 3 phases, Before kickoff, Kickoff week, and First 30 days, about 10 hours
Offboarding Checklist: 24 steps in 4 phases, Wrap-up, Handoff, Close, and After close, about 10 hours
Every step has Why it matters, Done looks like, a 3 to 5 step How to do it, the tool, the owner (You, Client, or Both), a Day relative to kickoff or handoff, and a time in minutes
5 views on each checklist: Master checklist, By phase board, By client, Waiting on client, and Calendar by due date
Clients record with status, contact, service, kickoff and end dates, approver, folder, and status page
5 email templates: welcome, kickoff recap, weekly update, handoff recap, and review request
One fully worked example client on each checklist, plus a client record pattern with baseline, results, transfer plan, and debrief tables

Add the client to the Clients database and set the kickoff date. Duplicate the 30 master onboarding rows, set Client on each, and set Due from the Day column. Work the By phase board and check the Waiting on client view before every check-in. When the project ends, set the handoff date, duplicate the 24 master offboarding rows, and run them the same way. The example rows show what a checklist in progress looks like. Delete them when you are ready.

Freelancers and small agencies in web, design, marketing, and consulting who want every client to start with the same steps and end with a clean handoff, a final payment, and a review.

A free Notion account. Every tool named in the steps is free: Wave, Toggl Track, Tally, Bitwarden, Google Drive, Google Calendar, Google Meet, Google Analytics, and Google Search Console.