BUSINESS TOOL / 38

Start smoothly.
Set the project up.

Create a practical client onboarding checklist for discovery, access, kickoff, delivery, and handoff. Copy it into your workspace or download Markdown.

Client name

Project name

Your name / business

Start date

Add a custom task

This template is a starting point. Adapt the tasks, responsibilities, and approvals to your service and agreement.

QUICK ANSWERS

What belongs in client onboarding?

Confirm scope, decision makers, access, assets, communication channels, milestones, approvals, and the first payment or deposit.

Is this a contract?

No. It is an operational checklist. Your proposal or agreement should define scope, payment, ownership, revisions, and cancellation terms.

Start smoothly.Set the project up.

Client onboarding checklist builder

Start smoothly.
Set the project up.