Client Onboarding Checklist

Start every client engagement the same professional way.

Checklist steps

  1. Countersign the contract and raise the invoice

    Payment terms and PO recorded.

  2. Send the welcome email and questionnaire

    Set expectations and gather background.

  3. Run the kickoff call

    Goals, KPIs, stakeholders, timelines and comms plan.

  4. Collect access and assets

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

  5. Set up internal delivery

    Project space, folders, tasks and team assignments.

  6. Agree reporting cadence

    Format, frequency and who receives it.

  7. Deliver a quick win in week one

    Something visible that builds confidence.

Frequently asked questions

How long does this take?

Around 365 minutes end to end once the team knows the steps. Times per step are listed above.

Can I edit this checklist?

Yes. Save it to LemPlates and you can add, remove or reorder steps, assign owners and set due dates.

How often should this be run?

Run it every time the process happens and review the steps at least every six months.