Client onboarding checklist for turning accepted work into organized delivery
Good onboarding is not just a kickoff meeting. It is a repeatable path for collecting what you need, setting expectations, launching delivery, and preparing billing.
Checklist
- Confirm scope, owners, and next step timing.
- Collect all required files and setup inputs.
- Capture approvals or signatures still needed.
- Create the project and assign milestones.
- Send the kickoff communication.
- Set the first invoice or deposit step if needed.
Why it matters
The smoother the onboarding, the faster the client feels like they bought from a real system instead of a scramble of emails and folders.