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Codex

Onboarding and retaining clients

A practical freelancer delivery system: onboarding checklists, kickoff cadence, scope control, review cycles, progress updates, and renewal/retainer practices.

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Tools

Client Onboarding & Kickoff Checklist

An onboarding checklist: access, stakeholders, cadence, review windows, and next steps so delivery doesn’t stall.

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Status

Last reviewed: Mar 26, 2026

Change log

Mar 26, 2026: Switched Search to semantic retrieval over curated page metadata, checklists, and structured summaries, backed by an incremental embedding index builder.
Feb 07, 2026: Proofread and expanded Search page copy: clearer explanation of how search works, more troubleshooting, more example queries, and a deeper FAQ (no search logic changes).
Feb 06, 2026: Expanded Search page into a full navigation guide with recommended queries, direct internal links to pillars and tools, and “what to do if you can’t find it” routing.