Client Onboarding
A comprehensive onboarding process for new clients, from kickoff meeting to first deliverable handoff.
Steps
- 1
Send welcome email
Send branded welcome email with next steps and meeting link.
- 2
Schedule kickoff meeting
Book a 45-minute kickoff with client stakeholders.
- 3
Collect brand assets
Request logos, style guides, brand voice documents, and access credentials.
- 4
Set up project workspace
Create client folder, shared drive, and project management board.
- 5
Complete discovery questionnaire
Send and collect the client discovery form with goals and KPIs.
- 6
Create project plan
Draft timeline with milestones based on discovery outcomes.
- 7
Internal team briefing
Brief the delivery team on client expectations and deliverables.
- 8
Deliver first artifact
Send the first deliverable draft for client feedback.
- 9
Collect feedback
Document client feedback and create revision tasks.
- 10
Close onboarding
Confirm client is set up and transition to ongoing delivery cadence.
Customize this template
This template is a starting point. Customize steps, owners, deadlines, and proof requirements to match your exact workflow.
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