Client Onboarding Checklist for Freelancers

Writing doesn't begin by putting words on paper.

You need to understand the company, the ICP (Ideal Customer Persona), competitors (product & content), and the metrics for success before you start a project.

This checklist helps you ask your client the right questions so you have a better jumping off point and steer them to success.

This is divided into two parts:

• The checklist -> Make a copy of it on Google Docs and rename it
• User guide -> How to use this checklist in your writing + additional resources

P.S. This checklist gets updated regularly so you'll always have access to the latest version.