First impressions set the tone for the entire project. Use this checklist to onboard new clients professionally, set clear expectations, and avoid scope creep from day one.
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Every task from signed contract to kickoff meeting, laid out in order. Nothing falls through the cracks when each step has a checkbox.
Templates for your welcome email, project brief request, and expectations document. Professional from the first touchpoint.
A structured list of everything you need from the client before work starts: brand guidelines, logins, content, approvals. Ask once, not five times.
Set project phases, review dates, and delivery deadlines during onboarding. Clients who know the plan cause fewer problems.
Define communication channels, response times, revision limits, and out-of-scope policies before the first brief. Prevents 90% of client issues.
If you work with a team, the checklist covers internal briefing, access setup, and role assignments. Everyone starts on the same page.
Because most client problems start in the first week. Missed expectations, unclear scope, forgotten assets. A checklist forces you to cover every base before work begins, which means fewer fires later.
Contract confirmation, welcome communication, asset and access collection, project brief review, timeline setup, communication protocols, and internal team briefing. Everything from signed deal to kickoff.
Yes. The checklist is a starting framework. Add your own steps, remove what does not apply, and save your customised version. Different project types can have different checklists.
No. It is an interactive tool inside C2I. Check items off as you go, track progress, and keep a record of every client onboarding. Much more useful than a static document you forget about.
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