Client onboarding template · made by readywhen · https://readywhen.ai/client-onboarding-template

CLIENT ONBOARDING CHECKLIST · [Client name]
Signed: [date] · Kickoff: [date] · Lead: [name]

STAGE 1 · PAPERWORK & ACCESS (days 1-2)
[ ] Contract countersigned and filed
[ ] Deposit invoice sent
[ ] Client added to your PM tool / channel created
[ ] Access requested: [accounts, files, logins they must grant]

STAGE 2 · INFORMATION GATHERING (days 2-5)
[ ] Onboarding questionnaire sent (see below)
[ ] Brand/files/assets received and filed
[ ] Key contacts confirmed: decision-maker, day-to-day, billing

STAGE 3 · WELCOME & KICKOFF (week 1)
[ ] Welcome packet sent (see below)
[ ] Kickoff call booked with agenda circulated
[ ] First-week plan agreed: what they'll see and when

STAGE 4 · FIRST DELIVERY & REVIEW (weeks 2-4)
[ ] First deliverable shipped on the promised date
[ ] 30-day check-in booked: what's working, what's unclear

WELCOME PACKET CONTENTS
How we work · who's who and how to reach them · what happens
in the first month · how feedback and approvals work · invoice
and payment details · the one thing we need from you this week.

ONBOARDING QUESTIONNAIRE (adapt per service)
1. What does success look like in 90 days?
2. Who signs things off, and who should we copy in?
3. What did the last provider get wrong (or right)?
4. Anything coming up we should plan around (launches, closures)?
5. Where do the files/accounts/access live?

Client onboarding template · made by readywhen · https://readywhen.ai/client-onboarding-template