A new client questionnaire covering business details, contacts, goals, brand and access requirements, invoicing and approval processes – with a welcome letter explaining how you work, communication and response times, and an onboarding checklist.
Freelancers & contractors
Client Onboarding Questionnaire and Welcome Pack
About this document
A smooth start sets the tone for the whole relationship. Collecting the right information up front avoids delays, and a welcome pack explains how you work – hours, communication, feedback and invoicing – so clients know what to expect and respect your boundaries.
The document is laid out in the sections below. Each one comes with a plain-English guidance note explaining what it does and what to change.
A complete, ready-to-use document with every section written, your details shown in [square brackets], and guidance notes explaining how to complete it.
Our templates are professionally structured starting points for UK businesses, not legal advice. For anything complex, unusual or high-value, have your final version checked by a solicitor.
Included in the pack
Freelancers & contractors
for every document in this category
Editable Microsoft Word files
Guidance notes in every document
Written for UK businesses
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