A repeatable process so nothing falls through the cracks with a new client — or a client who's wrapping up.

Onboarding Checklist

• [ ] Send welcome email with next steps
• [ ] Send and collect signed contract
• [ ] Send first invoice / deposit request
• [ ] Set up client in Clients database
• [ ] Schedule kickoff call
• [ ] Create first Project entry
• [ ] Share relevant files/access needed
• [ ] Add key dates to your calendar

Offboarding Checklist

• [ ] Send final deliverables
• [ ] Send final invoice
• [ ] Request testimonial or review
• [ ] Ask for referrals
• [ ] Update Client status to "Past"
• [ ] Archive project files
• [ ] Send thank-you note