Client Onboarding Checklist

Client Name: __________________________________
Project Name: __________________________________
Date: __________________________________

1. Discovery & Initial Contact
☐ Discovery Call Completed
☐ Client Fit Determined
☐ Proposal Sent
☐ Proposal Approved

7. Contract & Payment
☐ Contract Signed
☐ Retainer Paid

3. Onboarding Package
☐ Project Timeline Confirmed
☐ Communication Preferences Set
☐ Onboarding Questionnaire Sent
☐ Questionnaire Received

4. Kickoff Meeting
☐ Kickoff Meeting Scheduled
☐ Assets Received (branding files, content, etc.)
☐ Next Steps Defined

5. Project Workflow
☐ Trello/Figma Board Set Up
☐ Client Added to Workflow System
☐ Regular Check-ins Scheduled

6. Feedback & Revisions
☐ Deliverables Sent (e.g., logo, design)
☐ Feedback Received
☐ Revisions Completed

7. Milestone Payments
☐ First Milestone Payment Due
☐ Second Milestone Payment Due
☐ Final Payment Due

8. Final Delivery & Handover
☐ Final Deliverables Sent
☐ Client Sign-Off Received
☐ Project Completed