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Client Onboarding

Tick through kickoff, comms, assets, technical access, and legal tasks—then email clients what is still outstanding.

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Beginner
Used in:Starting a New Project
📖 Understand this document

The client onboarding checklist ensures you collect everything you need before starting work: assets, login credentials, brand guidelines, communication preferences, and payment details.

Key components

  • Contact information — primary contact and billing contact.
  • Asset collection — files, logos, credentials needed.
  • Communication setup — preferred channels and response times.
  • Kickoff meeting — agenda items for the first call.
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Overall progress: 0%

  • Project kickoff: 0%
  • Communication setup: 0%
  • Asset collection: 0%
  • Technical setup: 0%
  • Legal & admin: 0%

Project kickoff

Communication setup

Asset collection

Technical setup

Legal & admin

Client onboarding checklist

Overall completion: 0%

Project kickoff

  • [ ] Signed contract received (me)
  • [ ] Deposit paid (client)
  • [ ] Project brief signed off (client)
  • [ ] Access credentials received (client)

Communication setup

  • [ ] Slack or email thread created (me)
  • [ ] Project management tool access granted (client)
  • [ ] Meeting cadence agreed (me)

Asset collection

  • [ ] Brand guidelines (client)
  • [ ] Logo files (client)
  • [ ] Reference / prior work (client)
  • [ ] Copy or content inputs (client)

Technical setup

  • [ ] Development environment ready (me)
  • [ ] Staging URL provisioned (me)
  • [ ] Analytics access (client)
  • [ ] CMS credentials (client)

Legal & admin

  • [ ] NDA executed (if required) (me)
  • [ ] IP agreement aligned with SOW (me)
  • [ ] Client folder / drive structure (me)
  • [ ] Invoice / billing schedule booked (me)

Works well with

Contract Clause Builder

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Invoice Generator

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Frequently asked questions

Yes, each section supports custom items with notes and responsibility tags.

Onboarding is where projects are won or quietly broken. A visible checklist aligns both sides on logins, file drops, and cadence before expensive rework appears.

Pair this flow with the NDA generator when confidentiality matters from day zero.

Further reading