The Ultimate Client Onboarding Checklist Template

How many times have you been ready to start a project, only to be blocked by a missing file, a password you don't have, or an unapproved piece of copy? This common frustration is completely avoidable with one key document.

The Power of the Checklist

The single most important document for a smooth project kickoff is a comprehensive onboarding checklist. This isn't just a to-do list; it's a project blueprint. It forces clarity and ensures both you and your client are perfectly aligned on what's needed before the real work begins. If you want to know [How to Collect Files From Clients (Without Losing Your Mind)](how-to-collect-files-from-clients), this is the first step.

A great checklist itemizes every single asset, piece of information, and approval required. It centralizes the collection process and creates a single source of truth that prevents miscommunication and delays.

From Static Document to Dynamic Portal

Using a tool like Cliently to create and manage this checklist transforms it from a static document into a dynamic, collaborative portal. It provides a professional, branded space for clients to upload files and information, track progress, and communicate effectively, eliminating the chaos of email for good.