Freelancer client kickoff checklist for new projects
For freelancers beginning work with a new client. Use it after the client has agreed to proceed and before production starts.
What to get
Signed contract
Approved statement of work
Client legal name
Billing address
Accounts payable contact
Primary project contact
Backup project contact
Project goals document
Defined deliverables
Project timeline
Milestone dates
Revision limit
Approved budget
Deposit invoice
Purchase order number
If required by the client
Brand guidelines
Logo files
Existing reference materials
Shared folder access
Required software access
Communication channel
Meeting schedule
Feedback approval process
Final file format requirements
Who this list is for
This checklist is for freelancers who are about to kick off a new project with a client. It’s most useful after the client has agreed to move forward, but before you start any actual production work. If you want to avoid confusion, missed payments, or unclear expectations, this is for you.
How to use this list
Work through the checklist in order. Start by making sure you have a signed contract and an approved statement of work. Confirm the client’s legal name and billing address—these should match what’s on their paperwork. Next, get the accounts payable contact for invoicing, and identify both the primary and backup project contacts. Gather the project goals document, defined deliverables, and a clear project timeline. Note milestone dates, the revision limit, and the approved budget. Finally, issue the deposit invoice if required. Cross off each item as you secure it from your client or your own records.
Common mistakes
Don’t skip confirming the client’s legal name and billing address. These details matter for contracts and payment. Avoid relying on just one project contact—if someone is out sick, you’ll be stuck. Many freelancers forget to set a revision limit, which can lead to endless rounds of edits. Also, never start work without a signed contract and a clear statement of work.
What is on this list
You’ll find items like signed contract, approved statement of work, project timeline, milestone dates, and deposit invoice. There are also practical entries such as accounts payable contact, primary and backup project contacts, and the project goals document. Go through the list and cross off anything you already have. Focus on collecting the missing pieces before you begin production.
Before you go
Before you start any project work, double-check that every item on this checklist is complete. Store digital copies of all documents in an organized folder. Send the deposit invoice and confirm receipt. Make sure you know who to contact for both project updates and billing questions. This prep work makes your project run smoother and helps avoid costly misunderstandings down the line.
FAQ
Who is "Freelancer client kickoff checklist for new projects" for?
This checklist is for freelancers who are about to kick off a new project with a client. It’s most useful after the client has agreed to move forward, but before you start any actual production work. If you want to avoid confusion, missed payments, or unclear expectations, this is for you.
How should I use "Freelancer client kickoff checklist for new projects"?
Work through the checklist in order. Start by making sure you have a signed contract and an approved statement of work. Confirm the client’s legal name and billing address—these should match what’s on their paperwork. Next, get the accounts payable contact for invoicing, and identify both the primary and backup project contacts. Gather the project goals doc…
What should I skip or avoid with "Freelancer client kickoff checklist for new projects"?
Don’t skip confirming the client’s legal name and billing address. These details matter for contracts and payment. Avoid relying on just one project contact—if someone is out sick, you’ll be stuck. Many freelancers forget to set a revision limit, which can lead to endless rounds of edits. Also, never start work without a signed contract and a clear statemen…
What is on the "Freelancer client kickoff checklist for new projects" list?
You’ll find items like signed contract, approved statement of work, project timeline, milestone dates, and deposit invoice. There are also practical entries such as accounts payable contact, primary and backup project contacts, and the project goals document. Go through the list and cross off anything you already have. Focus on collecting the missing pieces…
What should I do before I go?
Before you start any project work, double-check that every item on this checklist is complete. Store digital copies of all documents in an organized folder. Send the deposit invoice and confirm receipt. Make sure you know who to contact for both project updates and billing questions. This prep work makes your project run smoother and helps avoid costly misu…
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For general planning only. Valedo does not guarantee this list’s accuracy, completeness, or suitability. Verify information before relying on it. Not a substitute for professional advice or safety training.