{
  "format": "thendoo-template/v1",
  "id": "client-onboarding-freelancer",
  "name": "Client onboarding",
  "locale": "en",
  "templates": [
    {
      "type": "project",
      "name": "Client onboarding",
      "body": {
        "items": [
          {
            "title": "Send the proposal and agreement",
            "offset_days": -7,
            "checklist": [
              "Scope, timeline and price written down",
              "Payment terms and invoice details stated",
              "Agreement sent for signature"
            ],
            "notes": null
          },
          {
            "title": "Confirm the signed agreement and deposit",
            "offset_days": -3,
            "checklist": [],
            "notes": null
          },
          {
            "title": "Set up the client in your tools",
            "offset_days": -2,
            "checklist": [
              "Client added in People with their contact details",
              "Project folder created",
              "Client's time zone noted"
            ],
            "notes": null
          },
          {
            "title": "Kickoff call",
            "offset_days": 0,
            "checklist": [
              "Goals and what success looks like",
              "Who approves the work",
              "How and how often you'll update them"
            ],
            "notes": null
          },
          {
            "title": "Request access and materials",
            "offset_days": 1,
            "checklist": [
              "Logins or shared folders",
              "Brand files, briefs or past work"
            ],
            "notes": null
          },
          {
            "title": "Send a kickoff summary",
            "offset_days": 1,
            "checklist": [],
            "notes": "Short and in writing. Repeat the scope, the dates and who approves what."
          },
          {
            "title": "First check-in",
            "offset_days": 7,
            "checklist": [],
            "notes": null
          },
          {
            "title": "First deliverable",
            "offset_days": 14,
            "checklist": [
              "Delivered with a short note on what to review",
              "Feedback date agreed"
            ],
            "notes": null
          },
          {
            "title": "Two-week look back",
            "offset_days": 15,
            "checklist": [],
            "notes": "Is the scope still what you agreed? Write down anything that has crept in."
          }
        ],
        "body_md": null
      }
    }
  ],
  "habits": [],
  "categories": []
}