# Flotick client onboarding pack

An editable process worksheet for agencies and freelancers. This is a checklist,
not legal advice, a contract or a promise that every step is automated in Flotick.

## Engagement

- Client and main contact:
- Delivery owner:
- Client approver:
- Project goal:
- Agreed scope/document reference:
- Target dates and fixed dependencies:
- Communication and feedback expectations:

## Before kickoff

- [ ] Confirm the agreed scope, exclusions and decision maker.
- [ ] Confirm commercial terms using your reviewed agreement.
- [ ] Record the external payment process and any agreed advance.
- [ ] Collect the brief, brand files and required content.
- [ ] Arrange access through an approved secure method; do not put passwords here.
- [ ] Create the client and linked project.
- [ ] Assign the first tasks and dates.
- [ ] Check which documents and files should be visible to the client.
- [ ] Preview portal access before sending client credentials.

## Kickoff agenda

1. Confirm the goal and how completion will be assessed.
2. Review scope, exclusions, dependencies and the first delivery steps.
3. Agree who reviews work, who decides and when feedback is needed.
4. Explain where the client finds project status, files and documents.
5. Record open questions, owners and next dates.

## Approval record

| Item/version | Requested decision | Approver | Due date | Decision/reference |
| --- | --- | --- | --- | --- |
| | | | | |

## Handoff checklist

- [ ] List completed deliverables and their current locations.
- [ ] Identify anything incomplete or outside the agreed scope.
- [ ] Confirm the client's decision and its reference.
- [ ] Transfer access using the approved secure method.
- [ ] Record invoice and externally received payment information where applicable.
- [ ] Explain support or maintenance arrangements without assuming a new agreement.
- [ ] Name the owner and date for every remaining action.

Flotick helps agencies and freelancers manage leads, deliver client projects and share updates in one workspace.