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New Client Onboarding

A checklist for new clients to complete so you can kick off the project smoothly.

OfficialClientsOnboarding

Welcome aboard, {{name}}!

Your checklist
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Complete these steps so we have everything we need to get started on your project.

  • Sign the contract or proposal
    Review and sign the contract or proposal we sent. Let us know if you have any questions.Required
  • Pay the deposit invoice
    Complete payment of the deposit invoice so we can secure your spot in our schedule.Required
  • Complete the intake questionnaire
    Fill out the intake form with details about your business, goals, and preferences.Required
  • Share your brand assets
    Send us your logo files, brand colors, fonts, and any style guidelines you have.
  • Grant access to relevant tools
    Invite us to any platforms we'll need access to (e.g., analytics, CMS, ad accounts, hosting).Required
  • Share existing materials
    Send over any existing content, documents, or files that will help us understand your current setup.
  • Confirm key contacts
    Let us know who we should contact for approvals, questions, and day-to-day communication.Required
  • Set your communication preferences
    Tell us how you prefer to communicate (email, Slack, calls) and your availability.Required
  • Review the project timeline
    Look over the proposed timeline and milestones. Flag any dates that don't work for you.Required
  • Confirm the kickoff date
    Confirm you're available for the kickoff call so we can get started.Required
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