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Free checklist template

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Free checklist template

Client Onboarding Checklist

A checklist for gathering client details, access, and project requirements.

Category
Software Agencies
Subcategory
Client Delivery
AgencyClient OnboardingPer Client

Checklist

7 items

  1. Step 1: Confirm client contact information
  2. Step 2: Collect brand assets and logo files
  3. Step 3: Request website, hosting, or CMS access
  4. Step 4: Document project goals and success criteria
  5. Step 5: Confirm communication preferences
  6. Step 6: Create initial task list
  7. Step 7: Schedule kickoff meeting
Completed by:
Date:
Notes

How to use this checklist

  • Review each item before marking it complete.
  • Assign ownership when multiple people are involved.
  • Keep a copy for records if needed.

When to customize it

  • Update wording to match your location, equipment, and team roles.
  • Add required photos, initials, or manager review steps for internal records.
  • Remove steps that do not apply before printing or assigning the checklist.

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Client Onboarding Checklist | Printable Checklist Template | AssignRight