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Client onboarding checklist

The first two weeks set the tone for the whole engagement. This checklist makes sure nothing is missed: details gathered, expectations set, access sorted and the client feeling looked after from day one.

Who it's for: Freelancers and studios onboarding new clients

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What's inside

  1. 1.Send the welcome pack: who to contact, how you work, what happens next
  2. 2.Collect brand assets, logins and key documents in one place
  3. 3.Agree scope, deliverables, timeline and revision policy in writing
  4. 4.Set up the client portal and invite the client
  5. 5.Schedule the kickoff call with a shared agenda
  6. 6.Confirm billing details, deposit and invoice schedule
  7. 7.Log preferences, stakeholders and communication norms

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Early access includes every template. Adapt the client onboarding checklist to your studio, invite your client, and you're running.

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