agency

Client Onboarding Checklist

Start every client engagement the same professional way.

Use this checklist with your team — freeOr read, copy and print it below. No signup needed.

  1. Countersign the contract and raise the invoice

    Payment terms and PO recorded.

    ~30 min

  2. Send the welcome email and questionnaire

    Set expectations and gather background.

    ~30 min

  3. Run the kickoff call

    Goals, KPIs, stakeholders, timelines and comms plan.

    ~60 min

  4. Collect access and assets

    Analytics, ad accounts, CMS, brand guidelines and logins.

    ~60 min

  5. Set up internal delivery

    Project space, folders, tasks and team assignments.

    ~45 min

  6. Agree reporting cadence

    Format, frequency and who receives it.

    ~20 min

  7. Deliver a quick win in week one

    Something visible that builds confidence.

    ~120 min

For the welcome questionnaire, you can use LemForms to collect client intake details. When you're ready to book the kickoff, LemCall can help schedule the call. Keep the agreed goals and next steps in your onboarding checklist.

Turn client onboarding into a repeatable team workflow

Use this checklist to map the handoff from sales to delivery. Identify who owns each step, what information is needed and when onboarding is complete.

LemPlates lets you build reusable templates and track checklist runs with your team. Bring your current process and team size to a demo discussion.

Discuss your team's workflowClient onboarding softwarePlans and pricing

Frequently asked questions

Run this checklist in Lemplates

Track every step, assign teammates, and ship faster.

Get started free