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Client onboarding checklist

Check what to collect and confirm when you take on a client.

The person or business this list is for.

Contact details collected

Yes if you have a way to reach them.

Scope of the work confirmed

Yes if you both know what the job includes.

Price noted

Yes if the price you will charge is written down.

Start timing noted

Yes if you have a start date or a time window.

Deposit noted

Yes if a deposit amount is written down. No is fine when you are not taking one.

Result

Client onboarding checklist

Contact details collected
No
Scope of the work confirmed
No
Price noted
No
Start timing noted
No
Deposit noted
No

Checked

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Enter a client name, then mark each item yes or no.

Estimate for planning only. This is not tax, legal, accounting or financial advice. Results depend on the figures you enter. Check all numbers, rates and rules with the official source or a qualified professional before relying on them.

How this works and common questions

About this tool

Five yes or no items, plus the client name you type. The result counts the yes answers. A starting point, not legal advice. Nothing is stored.

How it works

Each item is yes or no. The result counts the yes answers out of 5. The list is a starting point you mark yourself.

Rules

No item is required by this page. A starting point, not legal advice. Nothing is saved and nobody is contacted.

Questions

Do I have to collect all five?

No. Mark yes only for what you have. The count is a reminder, not a rule.

Does this store the client?

No. The answers stay on this page until you leave or start over.

Is this a contract?

No. It is a starting point, not legal advice, and it does not confirm that anyone agreed.

Do I need an account?

No. The tools work without one. You only need to sign in to save your work.

Is what I type saved?

No. Nothing is saved unless you sign in and choose Save. Otherwise it stays on the page.

Do you show ads or sell my information?

No. We show no ads and we do not sell your information.

Is this tax or legal advice?

No. Results are estimates for planning. Check rates and rules with the official source or a qualified professional.

Sign in to save this. Your entries stay on screen.

Estimate for planning only. This is not tax, legal, accounting or financial advice. Results depend on the figures you enter. Check all numbers, rates and rules with the official source or a qualified professional before relying on them.