Client onboarding checklist
Client onboarding checklist
Start a project with the files, the decision maker, and the definition of done.
EBK-003
Client onboarding checklist
R 179,00
Also $14.00 · £11.00 · €13.00
Start a project with the files, the decision maker, and the definition of done.
- Type
- PDF guide with Markdown and DOCX
- Licence
- Personal use
- Version
- 1.0.0
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Look inside
This is the shape of the guide. The opening is shown in full.
Before kickoff
Do not start because the deposit 'is on the way'. Start when the deposit is visible and the signed scope is in the folder.
- Deposit received.
- Scope file named and dated.
- One person who can approve.
The questions
Ask who approves, how fast they can reply, and which files already exist. A brand project without the logo files is not ready. Write the answers into the project note, not into chat.
The first week
Send a one-page plan: what you will show, when, and what you need from them before that date. If they miss the date, the plan moves. Do not absorb the slip and still promise Friday.
Close the kickoff
End the first call by reading back the decision, the date, and the owner. Send that in writing the same day.
The rest of the guide, and the other files, stay in the download.
What it is
Start a project with the files, the decision maker, and the definition of done.
Studios and freelancers who lose a week at the start of every job.
Opens in
PDF guide with Markdown and DOCX
This is a practical guide, not professional advice. Laws, tax, platforms, and prices change. Check the current rules before you act.