Client Onboarding Workflow

1

Welcome & Contract Signing

Send a personalized welcome email, share the contract and statement of work for signature, and collect initial payment or deposit.

⏱ 1 day DocuSignStripeGmail

2

Onboarding Questionnaire

Send a detailed intake form to gather all essential information: business goals, brand assets, access credentials, key contacts, and project preferences.

⏱ 1-3 days TypeformGoogle FormsNotion

3

Kickoff Call

Hold a 60-minute kickoff meeting to review project scope, set expectations, establish communication cadence, and introduce all team members.

⏱ 60 min ZoomCalendlyLoom

4

Access & Asset Collection

Collect all necessary login credentials, brand assets, documents, and system access. Use a secure password manager for credential handoff.

⏱ 2-3 days 1PasswordGoogle DriveDropbox

5

Project Setup

Create the client's workspace in your project management tool, set up communication channels, assign tasks, and configure reporting dashboards.

⏱ 1-2 days AsanaClickUpSlackNotion

6

Strategy Session

Present the project roadmap, milestones, and key deliverables. Align on priorities and confirm the 30/60/90 day plan.

⏱ 60-90 min ZoomMiroGoogle Slides

7

First Deliverable

Complete and deliver the first milestone or quick win within the first two weeks to build trust and demonstrate value early.

⏱ 1-2 weeks Project management toolLoom

8

Feedback & Iteration

Collect structured feedback on the first deliverable, make revisions, and document any scope changes or new requests.

⏱ 2-3 days LoomGoogle DocsSlack

9

30-Day Check-In

Schedule a 30-day review call to assess progress, address concerns, celebrate wins, and confirm the path forward.

⏱ 30-45 min ZoomCalendlyCRM