What happens after the 14-day trial?

You automatically drop to the free plan — no charge, no interruption. You keep all your tasks and data forever. No credit card required to start.

Does Flowly sync with Google Calendar?

Yes. Pro plan includes two-way Google Calendar sync. Events appear as tasks, and Flowly tasks show up in your calendar so your schedule stays in one place.

Can I export my data?

Always. Export all tasks, time logs, and analytics as CSV or JSON from your account settings at any time — your data is yours.

How is Flowly different from using Toggl + Todoist?

Flowly tracks time inside the task — no tab switching, no import/export, no double-entry. One click starts the timer; one click marks done. Everything lives in the same view.

What happens if I cancel Pro?

You drop to the free tier immediately with no data loss. Tasks beyond the free limit are archived (not deleted) and restored automatically if you resubscribe.

Should I run this for every client, even small ones?

Yes, but compress steps for small projects. The contract and deliverables steps are non-negotiable; the rest scales with project size.

When does onboarding end?

After the first weekly status update. By then, the cadence is set and the relationship is real work, not setup.

Can I add my own steps?

Yes, the applied tasks are editable. Add NDA, vendor portal setup, or anything specific to your stack.

What if the client is slow to sign?

Add a follow-up task at +3 days from "send contract". Flowly will remind you.

Flowly

All templates

🤝freelance

Client Onboarding

Sign-to-kickoff in a week without anything falling through the cracks.

We'll add these tasks after you sign up. Free, no credit card.

How it works

New clients arrive with momentum. The first week is when you build trust and protect your scope. This template covers contract sign-off, kickoff scheduling, deliverable agreement, billing setup, and the first weekly check-in, so you never lose a day to logistics.

What you get (6 tasks)

Send contract for signaturehigh~15m
#onboarding#admin
Schedule 60-min kickoff callhigh
#onboarding
Confirm deliverables and timeline in writinghigh
Bullet list, sent as email, replied to with "agreed". Becomes the source of truth.
#onboarding
Set up billing (PayPro / Stripe / invoice template)medium
#onboarding#billing
Schedule recurring weekly check-inmedium
#onboarding
Send week-1 status updatehigh
Two paragraphs: what shipped, what is next, any blockers.
#onboarding

Client Onboarding

How it works

What you get (6 tasks)

When to use this

Frequently asked

Ready to use it?