# Client Onboarding Checklist f...

Source: https://notesgarden.com/publish/H9ha6oCfQ7q0

## 🤝 Before You Start

- [ ] Confirm the project scope, timeline, and primary deliverables.
- [ ] Identify the main client contact and final decision-maker.
- [ ] Create a dedicated project name that matches your proposal and invoice.
- [ ] Decide which communication channel will be used for day-to-day updates.
- [ ] Set an internal target date for kickoff and first feedback milestone.

## 💼 Contract & Payment

- [ ] Send the proposal or statement of work for approval.
- [ ] Send the contract and confirm it has been signed by the correct contact.
- [ ] Issue the deposit invoice or first payment request.
- [ ] Confirm payment has been received before scheduling production work.
- [ ] Document any billing milestones, change-request terms, and late feedback rules.

## 🔐 Access & Assets

- [ ] Request brand assets: logo files, fonts, color codes, and imagery.
- [ ] Request website or platform access: domain, hosting, CMS, analytics, tag manager, and email platform if relevant.
- [ ] Request existing content, sitemap, product or service details, and legal pages.
- [ ] Request examples of competitor sites or reference sites the client likes.
- [ ] Store every credential and asset in the agreed secure location.

### Useful access checklist

- Domain registrar
- Hosting account or server panel
- CMS admin login
- Google Analytics / Search Console
- Tag Manager / Meta Pixel / conversion tracking

## 🗂️ Project Setup

- [ ] Create the project workspace and link the proposal, scope, and key contacts.
- [ ] Create the internal task list for discovery, design, content, development, QA, and launch.
- [ ] Set up folders for assets, copy, exports, invoices, and approvals.
- [ ] Add the project timeline, milestones, and review dates.
- [ ] Create a running questions list so open decisions do not get lost.

## 🗓️ Kickoff Meeting

- [ ] Schedule the kickoff meeting with all required stakeholders.
- [ ] Send a clear agenda before the meeting.
- [ ] Confirm project goals, audience, offer, and success metrics during the call.
- [ ] Clarify the approval process, response times, and who signs off each stage.
- [ ] Review missing assets, access gaps, and any blockers before production starts.
- [ ] Send kickoff notes and next steps within 24 hours.

## 🚀 First Week Follow-Up

- [ ] Confirm all promised assets and accesses were delivered after kickoff.
- [ ] Resolve any missing credentials or pending approvals.
- [ ] Share the project timeline, first delivery date, and communication rhythm in writing.
- [ ] Make sure the client knows exactly what you need from them next.
- [ ] Archive kickoff decisions in one place so the team can refer back to them later.

## Notes to customize for each client

- Client name and company
- Main contact and approver
- Project type and scope boundaries
- Deposit paid date
- Kickoff date
- First deliverable date