Getting Started Checklist
A structured guide for every phase of a freelance project, from preparing before you start to closing out after payment. Use this as a reference for building consistent, professional working habits.
1
Before You Start
Define your service, deliverables, and target client type
Set your minimum acceptable rate based on your costs and goals
Decide your revision policy and working hours upfront
Create a standard agreement template for new projects
2
Evaluating an Opportunity
Check the job post for common red flags and vague language
Research the client or company before the first conversation
Ask clarifying questions before agreeing to any scope
Confirm the budget, timeline, and deliverables in writing
3
Starting the Project
Send a written agreement or project summary before work begins
Document the agreed scope, rate, revision limit, and deadline
Complete an onboarding checklist to collect all project requirements
Agree on a communication channel and response expectations
4
Delivering the Work
Send milestone updates using an Executive Update format
Notify the client early if a delay is expected
Deliver work with a clear approval process and deadline
Keep a secure copy of all delivered files
5
Getting Paid
Send a professional invoice with clear line items and due date
Include your late fee policy on every invoice
Follow up with a professional payment reminder if the due date passes
Document payment receipt before archiving the project
Use the free tools to work through this checklist
Salag provides free tools for every phase: from evaluating opportunities to sending invoices and following up on payment.
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