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Product guide

Customize for your project: Client Onboarding Checklist

A repeatable process from approval to a clear project start.

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

  • 32-point checklist
  • Welcome email
  • Kick-off agenda
  • Access register

A good fit for

Freelancers, studios and small agencies

Important limitation

Helps set expectations and collect information; error-free projects and satisfaction are not guaranteed.

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