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CLIENT ONBOARDING CHECKLIST · [Client name]

Signed: [date] · Kickoff: [date] · Lead: [name]

Stage 1 · Paperwork & access (days 1-2)

• [ ] Contract countersigned and filed
• [ ] Deposit invoice sent
• [ ] Client added to your PM tool / channel created
• [ ] Access requested: [what they must grant]

Stage 2 · Information gathering (days 2-5)

• [ ] Onboarding questionnaire sent (below)
• [ ] Brand/files/assets received and filed
• [ ] Contacts confirmed: decision-maker, day-to-day, billing

Stage 3 · Welcome & kickoff (week 1)

• [ ] Welcome packet sent (below)
• [ ] Kickoff call booked with agenda circulated
• [ ] First-week plan agreed: what they’ll see and when

Stage 4 · First delivery & review (weeks 2-4)

• [ ] First deliverable shipped on the promised date
• [ ] 30-day check-in booked

Welcome packet contents