Client onboarding checklist: [Client name]
Before day one
Access
Ask for the minimum you need to start. Add more later.
Free template
Client onboarding checklist
Everything to collect and confirm in a new client's first week.
Make it yours
Free to use and change. No sign-up needed.
How to use it
- Type the client name above and the checklist fills it in.
- Tick items as you go in the preview to see how it feels. Ticks are not saved and are not copied.
- Press Copy, paste it into a note, a task, or a message, and delete what does not apply.
- Send the “Access” and “Brand assets” sections to the client; keep the rest for your team.
Make it work
Three tips before you send it.
- Ask in the order you need things. Access and brand assets first, goals on the kickoff call.
- Give every open item an owner and a date. “We are waiting on something” is not a status.
- Cut ruthlessly. A checklist of twelve items gets finished; one of forty gets ignored.
Want this to live in one place with your client instead of a document? See how a client portal works.
More to read and copy
Try it with one client.
Add some work. Share a file. Ask for feedback. See what your client sees, with your name on it. Free for 14 days. No credit card needed.