Client Onboarding Checklist
Start every client engagement the same professional way.
Countersign the contract and raise the invoice
Payment terms and PO recorded.
~30 min
Send the welcome email and questionnaire
Set expectations and gather background.
~30 min
Run the kickoff call
Goals, KPIs, stakeholders, timelines and comms plan.
~60 min
Collect access and assets
Analytics, ad accounts, CMS, brand guidelines and logins.
~60 min
Set up internal delivery
Project space, folders, tasks and team assignments.
~45 min
Agree reporting cadence
Format, frequency and who receives it.
~20 min
Deliver a quick win in week one
Something visible that builds confidence.
~120 min
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.
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