# Client onboarding checklist

Rule: if an item doesn't block work from starting, it doesn't belong here.
Duplicate this per client.

## Paperwork

- [ ] Contract sent (same day the client says yes)
- [ ] Contract signed by both parties
- [ ] Scope, deliverables, and revision limits stated in the contract

## Money

- [ ] Deposit invoiced (immediately after signature)
- [ ] Deposit paid
- [ ] Billing contact and payment method confirmed for future invoices

## Information

- [ ] Intake questionnaire completed — goals, audience, constraints
- [ ] Success criteria written down ("what does done look like?")
- [ ] Key decision-maker identified (whose feedback is final)

## Assets & access

- [ ] Brand assets collected (logos in source format, fonts, guidelines)
- [ ] Content and reference files uploaded to one agreed place
- [ ] Account access granted (CMS, hosting, analytics, ad accounts…)
- [ ] Credentials shared securely — never in plain email

## Scheduling & expectations

- [ ] Kickoff call booked
- [ ] Communication channel agreed (and what counts as urgent)
- [ ] Timeline shared, including what you need from the client and when

## Internal (keep out of the client's view)

- [ ] Project folder / board created
- [ ] Added to invoicing schedule
- [ ] Team briefed on answers and communication rules

**Tips:** send the client their half as ONE link with visible progress.
After 20 clients, fix the step where people stall — don't rewrite the list.

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From the Onvoy blog: https://onvoy.app/blog/client-onboarding-checklist
Generate an industry-specific version: https://onvoy.app/tools/client-onboarding-checklist-generator