Client onboarding pack

Start the engagement with fewer loose ends.

Agree the scope, identify the owner, collect access, and define what approval means before work begins.

Four templates you can adapt

Intake checklist for scope, contacts, dates, and dependencies.
Kickoff agenda with a record of decisions and open questions.
Approval log for the item, version, reviewer, and decision.
Handoff checklist for delivery, access, and remaining work.

This is an operational worksheet, not a contract or legal advice. The editable Markdown file is available immediately after submission. We do not promise email delivery.

A welcoming organized kit containing a blank checklist, brief document, owner portrait markers and a handoff folder; one colleague prepares it. — Illustrative artwork · An example workflow, not a product screenshot.

Client onboarding pack

Start the engagement with fewer loose ends.

Agree the scope, identify the owner, collect access, and define what approval means before work begins.

Four templates you can adapt

Intake checklist for scope, contacts, dates, and dependencies.
Kickoff agenda with a record of decisions and open questions.
Approval log for the item, version, reviewer, and decision.
Handoff checklist for delivery, access, and remaining work.

This is an operational worksheet, not a contract or legal advice. The editable Markdown file is available immediately after submission. We do not promise email delivery.