Express Client Onboarding Kit for Freelancers - Black Friday Edition

Details

Are you a freelancer struggling with chaotic client onboarding? Our Express Client Onboarding Kit for Freelancers is crafted specifically for you, providing essential tools to navigate the busy Black Friday period effectively. This kit addresses common challenges faced by freelancers, such as tight deadlines and the need for organized templates.

Inside, you'll find a welcome letter with a customizable contract template, a detailed onboarding checklist that includes critical Black Friday timelines, a client data form compliant with GDPR, invoicing templates tailored for U.S. tax requirements, and a professional pitch deck template for your initial meetings. Each component is designed to help you stay organized and avoid costly mistakes, setting you up for success as you take on new clients.

Get ready to streamline your client onboarding process and make this Black Friday your best yet!

What's inside

• Welcome letter with customizable contract template (2 pages PDF)
• Onboarding checklist with key URSSAF dates and Black Friday timeline (3 pages PDF)
• Client data form compliant with GDPR + invoice sheet (4 sheets Excel)
• Invoicing templates for U.S. tax compliance (3 pages PDF)
• Visual pitch deck template for initial meetings (5 files SVG/PNG)
• 10-page PDF (A4 + US Letter)
• XLSX + CSV template

Good to know

• All documents are in PDF and Excel format for easy printing and use.
• This kit is ideal for freelancers in the USA, UK, Canada, and Australia.
• Please ensure to review local regulations regarding client data compliance.
• This product is not professional advice; consult with a professional for legal and tax matters.

Format & delivery

• One ZIP file containing:
• Kit-D-Onboarding-Express-Auto-Entreprene/Kit-D-Onboarding-Express-Auto-Entreprene-A4.pdf
• Kit-D-Onboarding-Express-Auto-Entreprene/Kit-D-Onboarding-Express-Auto-Entreprene-Letter.pdf
• Kit-D-Onboarding-Express-Auto-Entreprene/Kit-D-Onboarding-Express-Auto-Entreprene.xlsx
• Kit-D-Onboarding-Express-Auto-Entreprene/Kit-D-Onboarding-Express-Auto-Entreprene.csv
• Kit-D-Onboarding-Express-Auto-Entreprene/README.txt
• Instant digital download after checkout. You also get the link by email.

Licence: personal use. Please don't resell or share the files.

Questions? joakimberg1990@gmail.com