Indie Client Onboarding Kit — Intake, Checklist & Invoice Templates (PDF)

Indie Client Onboarding Kit — Intake, Checklist & Invoice Templates (PDF) is a forms and surveys product available on the Whop marketplace, created by BNM Farm and launched in September 2026.

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.

Indie Client Onboarding Kit — Intake, Checklist & Invoice Templates (PDF) has is priced at $19 (one-time payment).

Indie Client Onboarding Kit — Intake, Checklist & Invoice Templates (PDF) offers a 50% affiliate commission for promoters. Track Indie Client Onboarding Kit — Intake, Checklist & Invoice Templates (PDF)'s estimated revenue, member growth trends, and competitive market position on Whop Trends.