Freelance Client Checklist

Supercharge your freelance business, one slice at a time.

Pay Once

Screenshot of Freelance Client Checklist

Description

The Freelance Client Checklist is a comprehensive resource designed to help freelancers define their services, set up their business, build a compelling portfolio, acquire and retain clients, optimize sales, and manage projects effectively. Backed by a freelancer with over 15 years of experience, this tool provides actionable checklist items, practical examples within Notion, and specialized packs for UpWork and LinkedIn profile optimization.

After a one-time payment, users receive a detailed spreadsheet covering the six core areas of freelancing, along with bonus video resources and a vast library of real-world examples. The checklist enables independent professionals to achieve a stable and scalable freelance income with a clear, practical roadmap.

Key Features

130+ Actionable Checklist Items: Step-by-step guidance across all freelance business areas
6 Freelance Business Categories: Covers service design, business setup, portfolio, client acquisition, sales optimization, and project management
100+ Real Freelancing Examples: Linked Notion pages with concrete examples for every checklist item
UpWork Starter Pack: Profile example library and best-practice mini-course
LinkedIn Starter Pack: Profile example library and best-practice mini-course
Lifetime Access: One-time payment for permanent usage
Regular Updates: Checklist content is updated to reflect freelance industry changes

Use Cases

Launching a new freelance business
Optimizing existing freelance operations
Improving client acquisition strategies
Building a persuasive online portfolio
Setting up UpWork and LinkedIn profiles
Streamlining project management for freelancers
Closing more freelance sales deals

Frequently Asked Questions

Freelancing and pizza?

Freelancing is compared to making pizza, where the basics remain the same but individuals can customize their journey with the right strategy and ingredients. The Freelance Client Checklist helps freelancers get the fundamentals right and tailor their business for success.

I’ve bought checklists like this before, how is this one different?

The Freelance Client Checklist stands out by offering 130+ actionable items, each supported with real-world examples and best practices, as well as dedicated resources for optimizing UpWork and LinkedIn profiles.

Do you offer a refunds?

Information about refunds is not explicitly stated on the homepage. Please contact the provider directly for any refund-related inquiries.

I already have some freelancing experience. Is this for me?

Yes, the checklist is designed to provide value to both new and experienced freelancers with practical action steps and examples.

I am pretty new to freelancing, is this for me?

Absolutely. The Freelance Client Checklist offers clear guidance, practical steps, and learning resources for freelancers at all levels.