BUSINESSKIT HQ — CLIENT ONBOARDING CHECKLIST
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Use this for every new client. It takes about 20 minutes and prevents most
early misunderstandings.

BEFORE THE START DATE
[ ] Written confirmation of scope, price, and dates sent
[ ] Intake form sent with a return deadline
[ ] Deposit requested and receipt confirmed
[ ] Access details collected (keys, logins, parking, hours, contacts)
[ ] Client added to calendar with reminders
[ ] Follow-up dates scheduled

THE WELCOME MESSAGE (send within 24 hours of agreement)
Include:
[ ] What was agreed — service, dates, price
[ ] The next three steps, in order
[ ] Who their main contact is
[ ] Your response time and working hours
[ ] How to request a change

FIRST WEEK
[ ] Deliver something visible early (draft, schedule, photo, summary)
[ ] Confirm the intake form is complete and chase anything missing
[ ] Confirm the communication channel and update frequency
[ ] Flag any risk or dependency in writing

COMMUNICATION AGREEMENT
Channel: ____________________
Update frequency: ____________________
Response time: ____________________
Escalation contact: ____________________

END OF ONBOARDING
[ ] Everything agreed is set up and confirmed
[ ] Ask: "Is anything unclear so far?"
[ ] Record the answers and adjust
[ ] Note anything to improve for the next client

CLIENT RECORD
Name: ____________________  Start date: ____________
Service: ____________________  Value: ____________
Source (how they found you): ____________________

BusinessKit HQ · businesskithq.com