Free template
Client Onboarding Checklist
A practical checklist you can run for every new project — contract, intake, assets, access, kickoff, and follow-ups.
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What’s inside
- • Day 0 contract + payment steps
- • Intake questionnaire essentials
- • Asset + credential collection list
- • Automated reminder timeline (24h/48h)
- • Internal handoff checklist
- • Kickoff meeting agenda + recap
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