The first two weeks set the tone for the whole engagement. This new client onboarding checklist covers the paperwork, kickoff, access and setup — run a fresh copy for every new client.
A signed contract and deposit, a welcome email, a kickoff call to agree goals and scope, access to what you need, and an agreed way to communicate. Doing it the same way every time looks professional and prevents scope creep.
How do I reuse an onboarding process for every client?
Save this checklist once in Checklist: Reusable Lists and start a fresh copy for each new client. The template stays complete, and every client has their own progress.