complete.tools

Freelance Project Setup

A checklist for setting up a new freelance project: agreement, payment, organization and communication.

What this tool does

A checklist for setting up a new freelance project: agreement, payment, organization and communication.

How to use

  1. Work down the list and tick each item as you finish it.
  2. Ticks are saved on this device, in your browser, so they are still there when you come back.

What this checklist covers

The list has 3 groups and 10 items.

  • Agreement and payment (3 items): Send client contract; Collect deposit payment, if your agreement includes one; Create invoice template
  • Scope and schedule (4 items): Define deliverables and timeline; Document requirements; Schedule check-in meetings; Set calendar reminders
  • Organization (3 items): Create project folder; Set up communication channel; Track expenses

Tip: Run through it at the start of each project. Ticks are saved on this device.

Limitations

  • This is a general list and not legal, tax or financial advice.
  • It does not provide contracts, invoices or templates.
  • Ticks are saved only in this browser on this device.

FAQs

Q: Can I add or remove items?
A: Yes. Each section has a box to add your own item, and every item has an X button to remove it. Reset to Default brings back the original list for that section and removes your added items.
Q: Are my ticks saved?
A: Yes, in your browser on this device. They are not sent anywhere and do not follow you to another device or browser.
Q: Is this legal or tax advice?
A: No. It reminds you of setup tasks. Contract terms, deposits and taxes depend on where you work, so ask a professional if unsure.
Q: Does it provide a contract or invoice?
A: No. It lists tasks only. It does not provide templates.

Explore Similar Tools

Explore more tools like this one: