Business6 tasks

Client Onboarding Checklist

A repeatable onboarding flow for new clients: kickoff, access, and expectations.

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What's inside

  1. 1
    Send welcome email with next stepsHigh
  2. 2
    Schedule kickoff callHigh
  3. 3
    Collect project brief and assetsMedium
  4. 4
    Set up shared folders / project workspaceMedium
  5. 5
    Confirm scope, timeline, and payment termsHigh
  6. 6
    Create a communication cadenceLow