Freelancer Onboarding Checklist

Each time you hire a new freelancer to join your team, complete these processes to ensure a smooth and efficient onboarding experience for your new team member.

Freelancer Onboarding Checklist Freelancer Onboarding Checklist
  • Basic introduction of the company and objectives for the project

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  • Collect all necessary contact details from freelancer

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  • Send out/receive contract (if necessary)

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  • Send/email a welcome packet (if necessary)

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  • Freelancer introduction email or call to other team members

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  • Set up communication (email, software, etc)

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  • Establish communication guidelines, checkins, meetings, etc

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  • Set up platforms (which tools will be used to complete the project)

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  • Send/email company/blog style guidelines (if necessary)

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  • Send/email article/blog guidelines

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  • Send/email all project information and project guidelines

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  • Set up expectations and deliverables (including timeline and schedule)

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  • Establish payment method and schedule

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This checklist was created by officialcheckli

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