Client Onboarding Checklist to Apply Before Your First Kickoff
Note: Based on publicly available guides; verify details on official sites. Work through client onboarding with the steps below, then verify details on the official page before you submit anything. Client onboarding is the stretch between "you're hired" and "we're actually working together smoothly." I treat it like a short checklist with clear phases, not a vague welcome email. When you apply the same steps to every new client, you spend less time chasing missing files and more time on billable work. This checklist walks through what to check and set up from contract signing through your first deliverable. Phase 1: Before You Sign — Check Scope and Fit (48 Hours Out) Phase 1 happens before any signature lands; your goal is to confirm the project is workable and the client understands what you deliver. Slow down here. A solid start prevents the messy mid-project scope fights that eat your margin. Request a written summary of goals, timeline, and budget r...