01/09/2026
3 documents your client should have before you start working together:
1. Onboarding document
Sets expectations from day one, so nobody’s guessing what happens next.
2. Contract
Protects you both and makes the working relationship official, not just a DM agreement.
3. Notion client hub
This my one place for everything. I have a place for each of my clients but also for me as an overview for projects and finances.
What documents are you sending out when you onboard a new client?