Freelancer Client Onboarding Checklist
Why This is an Opportunity
By centralizing the onboarding process in a simple checklist app, freelancers can streamline their workflow. They can create a reusable template that covers all essential steps, with automated reminders for follow-ups, improving efficiency and client satisfaction.
Key Pain Points
- •Current process requires manually recreating checklists for each new client
- •Existing tools force the use of multiple platforms for one process
- •No easy way to track completed vs. pending tasks in one view
- •Have to manually follow up on incomplete items without reminders
- •Manual process consumes unnecessary hours that could be spent on design
Market Opportunity
Freelance Management Software Market
Current Size (2025)
$1.5B
Projected (2035)
$3.9B
CAGR
0.1%
This market is projected to grow 159% over the next 10 years, reaching $3.9B by 2035.
Original Discovery
Freelance designers tend to recreate the same onboarding checklist each time for new clients. The current workflow spans across email chains, Google Docs, and task management boards, making it cumbersome and time-consuming to keep track of each step manually.
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