Client Onboarding Forms for Freelancers

Before you list
Make it yours
What is inside
- Released
- 30 Oct 2026
- Category
- Small business
- Type
- Printable PDF
- Suggested price
- $4.99 – $7.99
- Availability
- Open to one seller
- Mockups included
- 4
- Product files
- Draft title, 13 tags, description
- 4 sample mockups
- AI-assisted original, one seller only
Mockup and listing notes. Four sample mockup images are in the "mockups" folder of the download. Use them as a guide, then make your own version and change the design before you list, so the listing is your own work: change the colours, fonts, wording and layout, and add your own business name and details. Print one copy at 100% before listing to check the size and colours; the files were checked on screen only. Say in your listing that the starter files were AI-assisted if your platform asks for it.
Before you list: make it your own
- Change the product itself: edit the layout, wording, colours and pages until it is clearly your own design.
- Add this line to your description so buyers know AI tools were used:
- Make your own mockup images. Do not upload ours unchanged.
- Rewrite the title, tags and description in your own words. Ours are a starting point.
- Only describe the item as designed by you once you have made these changes, and list it as a digital download.
- Do not resell or share the digital product files as they are.
Even with these changes, Etsy has the final say on every shop and its rules change. HunarWireDrop cannot be responsible if a listing is removed or a shop is limited or closed. Read Etsy's own guidance on AI
Listing text
A draft to rewrite
A starting point. Rewrite it in your own words.
Eight fill-in forms for the start, middle and end of a client project. They are forms only: this is not a contract and not legal advice. YOU GET • 1 PDF, 8 pages, US Letter • Welcome sheet • Client intake form • Project brief • Style and taste form • Timeline and payments • Kick-off checklist • Feedback form • Finish and thank you form HOW TO USE 1. Print at 100% or fill the PDF on screen 2. Send the welcome sheet and intake form when a client says yes 3. Use the other pages as the project moves along For a contract, ask a qualified professional. This is a digital download. No physical item will be shipped. Colours can look a little different from screen to print. For personal use, not for resale or redistribution.
This digital product
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