







A clean, printable PDF pack for freelancers and indie makers: client intake form, onboarding checklist, blank USD invoice, and a scope-change one-pager—so you start projects with clear goals, access, and payment requests without reinventing the paperwork.
WHAT’S INCLUDED
• Client Intake Form (2 pages): project brief, goals, timeline, budget band, contacts
• Onboarding Checklist (1 page): kickoff call, access handoff, milestones, communication norms
• Invoice / Payment Request (1 page): blank USD fields; no fake tax IDs
• Scope Change Request (1 page): document additions or timeline shifts before extra work
• README: How to Use This Kit (1 page): workflow + honest boundaries
BENEFITS
• Start every client engagement with clear intake questions
• Run kickoffs with a reusable checklist
• Send a simple payment request without starting from scratch
• Pause scope creep with a change request both sides can sign
• Instant download; keep and reuse on unlimited projects
All files are US Letter, lightly branded BNM / plain professional, SFW, and ready to print or fill digitally.
BOUNDARIES
Not legal advice and not a substitute for a contract attorney. Not a full master services agreement, NDA, or jurisdiction-specific tax form. Not for medical, trading, gambling, or guaranteed-income positioning. Fill in your own business details and tax ID only if you actually have one.