A messy onboarding makes clients doubt their choice. This checklist walks every new client through the same smooth steps — intake, kickoff, setup — so a service business looks organized from day one and never re-asks for the same thing.
What's Included
- Standard steps: the same strong start every time.
- Intake collection: docs and details gathered up front.
- Kickoff structure: a confident first meeting.
- Progress view: each client's stage in multiple project views.
How To Use
- Clone the checklist.
- Add a new client to start.
- Work the steps in order.
- Onboard without chasing.
Browse onboarding builds in the Community Gallery or open the client portal generator.