Every step from signed proposal to first deliverable, plus the questions to ask at kickoff.
# Client Onboarding Checklist Use this for every new paid project. Check items off in order. Share a shortened version with the client if helpful. **Client / project:** [NAME] **Start date:** [DATE] **Option sold:** [A / B / C] · **Fee:** $[AMOUNT] --- ## A. Before you send kickoff materials - [ ] Proposal accepted (option chosen in writing) - [ ] SOW sent and acknowledged (or signed) - [ ] Deposit invoice sent - [ ] Deposit received and recorded - [ ] Project folder created: `[Client] – [Project]` - [ ] Notion (or tracker) project row created — status: **Onboarding** - [ ] Calendar: block kickoff + draft + buffer days --- ## B. Access & assets (ask once, early) - [ ] Brand kit / logo files / fonts (or “use system defaults”) - [ ] Existing website / social / product URLs - [ ] Login or collaborator access needed: [CMS / Drive / Analytics / Ads / Figma] - [ ] Past examples the…
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