✅ 09 – Final Prep Checklist for Freelance Brand Scaling
Before you start outreach or onboarding clients, make sure these systems are built and ready. This list includes everything from tech setup to personal confidence.
📂 SYSTEMS & STRUCTURE
☐ Clear Notion Dashboard
- Organized into service-based vs. ecom
- Subpages for onboarding, ads, creative, workflow, etc.
☐ Client Setup Templates
- Onboarding call script
- Access walkthrough + checklist
- Reporting format (Loom + write-up)
☐ Fulfillment System
- Weekly workflow mapped
- Creative testing process
- Retargeting system live
🧰 TECH & PLATFORM SETUP
☐ Meta Business Manager Setup