Free client onboarding and project setup checklist
Capture the commercial, delivery, communication, access, billing, and time-recording decisions a service team needs before starting a client project.
- No signup or email address
- Editable and printable formats
- CC0 - use it for anything
Edit it digitally or print a clean copy
Best for agencies, consultants, service businesses, and project teams that need client, scope, billing, access, and delivery decisions settled before work begins.
A useful starting point, not an empty shell
- Scope, deliverables, exclusions, milestones, acceptance, pricing, and change-control checks
- Contacts, communication cadence, escalation, access, data, privacy, and security prompts
- Time-recording, approval, invoicing, staffing, readiness, decision, risk, and sign-off sections
- Complete the checklist with the client and the internal project owner.
- Assign an owner and due date to every open item, decision, risk, and access request.
- Store the confirmed copy with the project records and revisit it when scope, dates, or billing rules change.
Keep the template until the process needs more
A shared file can be the right tool for a new or small process. Sandtime.io becomes useful when reminders, approvals, locked records, project data, reports, and Excel exports must stay dependable across a growing team.
Questions about this free template
Is this template really free?
Yes. The editable file and printable PDF are free, require no email address, and are released under CC0 1.0. You may copy, edit, rebrand, redistribute, or use them commercially without asking permission.
Can I edit the template?
Yes. Open the Word file in Microsoft Word, LibreOffice, or another compatible editor, then replace the highlighted fields and remove clauses that do not apply.
Which format should I print?
Download the PDF when you need a clean paper copy. It uses high-contrast lines, safe print margins, and a layout designed for common A4 and US Letter printers.
Does this template guarantee compliance?
No. It is a general operational starting point and does not guarantee legal, payroll, tax, employment, record-retention, or labor-law compliance. Adapt it to the rules and contracts that apply to your organization.
Can I share or rebrand it?
Yes. CC0 1.0 allows you to share the original files, add your own branding, publish an adapted version, or use the template commercially without attribution.
When should a team move beyond a template?
A file works well while one person owns the process and the team can keep it current. Consider Sandtime.io when reminders, approvals, locked records, project data, reports, and reliable exports need to work together.