Client Work template
Client Onboarding Checklist
A simple checklist for moving a new client from welcome email to kickoff without missing access, context, or expectations.
What this template includes
- Step
- Owner
- Required
- Status
- Notes
Best used for
This template is designed for agencies, consultants, service businesses. It stays deliberately compact so you can adapt it to a live workflow without first removing a dozen decorative columns.
How to set it up
- Group steps by phase: welcome, information collection, access, kickoff, and first follow-up.
- Mark required steps clearly so optional nice-to-haves do not block kickoff.
- Assign internal owners before sharing any checklist externally.
Recommended workflow
Use the checklist when a client signs, not after the kickoff date is already close.
Review missing access links two business days before kickoff.
Send a short onboarding recap after the first call with confirmed next steps.
Ways to customize it
- Add a Client Contact column when several stakeholders provide information.
- Add a Files Received column for brand assets, data exports, or reference documents.
- Create separate versions for small, standard, and complex client engagements.
Common mistakes to avoid
- Sending a long checklist without explaining the immediate next step.
- Mixing internal preparation with client-facing requests.
- Waiting until kickoff to discover missing access.
Template FAQ
What should I do before using this template with a team?
Duplicate the file, rename the working copy, add owners, and check that the editable columns match your actual workflow.
Can I add formulas or automations?
Yes, but add them after the manual workflow is clear. Simple templates are easier to audit, explain, and repair.
Why are these templates intentionally simple?
Most small teams need a shared record first. Extra dashboards and formulas can be added later when the process has proven useful.