Small-Business Contract & Client Onboarding Pack (PDF + Excel)

Take on clients clearly - scope, terms, and onboarding in one pack, before the work starts.

Who it is for: Small businesses in the USA taking on clients on a handshake, dealing with scope creep and late payment, with no onboarding checklist or clear terms.

What you get: A ZIP download with a 12-page PDF guide (US Letter) - how to use, scope worksheet, service agreement outline, onboarding questionnaire, payment terms sheet, change-request form, offboarding checklist, client communication templates, project kickoff checklist, scope-change log, and notes - plus an Excel workbook with a cover sheet and 3 tracker sheets: Client Onboarding Tracker, Contract Log, and Payment Terms Tracker. This is contracts and onboarding only, unlike the Freelancer Finance bundle: no invoicing, no profit-and-loss, and no tax sheet.

How it works:
1. Download the file instantly after purchase.
2. Open it on your device or print the pages you need.
3. Fill it in as you go and reuse it whenever you need it.

Delivery: This is a one-time purchase for a digital download only. There is no subscription, no recurring charge, and no physical product shipped - you receive the file immediately after purchase.

General business templates only, not legal advice; have a lawyer review agreements for your state and use.