Client onboarding checklist
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Before the first call
[ ] Send a welcome email within one hour of signing.
[ ] Confirm the main contact and their role.
[ ] Confirm billing and the start date.
[ ] Book the kickoff call.
[ ] Send the questionnaire ahead of the call.
[ ] Create the client record in the CRM.

On the kickoff call
[ ] Confirm goals for the first 90 days.
[ ] Confirm who does what on both sides.
[ ] Walk through the questionnaire answers.
[ ] Agree the first deliverable and its date.
[ ] Agree how you will talk: email, Slack, calls.
[ ] Set the next check-in date.

First week
[ ] Send the call summary within 24 hours.
[ ] Grant access to tools and folders.
[ ] Deliver the first item.
[ ] Log every step in the CRM.
[ ] Ask one question: is anything unclear so far?

From DelegateWorker: https://www.delegateworker.com/client-onboarding