Freelancer Onboarding Checklist

Basic introduction of the company and objectives for the project

Collect all necessary contact details from freelancer

Send out/receive contract (if necessary)

Send/email a welcome packet (if necessary)

Freelancer introduction email or call to other team members

Set up communication (email, software, etc)

Establish communication guidelines, checkins, meetings, etc

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

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

Send/email article/blog guidelines

Send/email all project information and project guidelines

Set up expectations and deliverables (including timeline and schedule)

Establish payment method and schedule

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