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Product guide

Setup and first steps: Client Onboarding Checklist

A step-by-step process from agreement and access to kickoff, planning and first review.

Client Onboarding Checklist

What this guide covers

Use this guide to check what is included, what it is suited for and what you will still need to adapt before you order.

What is included

  • Onboarding checklist
  • Access register
  • Welcome email
  • Kickoff agenda

A good fit for

freelancers and agencies onboarding new clients consistently

Important limitation

Helps perform onboarding steps consistently; client satisfaction and project results are not guaranteed.

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