Free starter asset
Agency Client Onboarding Checklist
A one-page checklist for collecting the right inputs, running a cleaner kickoff, and handing work to delivery without losing context.
What it covers
- Sales-to-delivery handoff
- Asset request
- Kickoff agenda
- Access and approvals
- First-week delivery checkpoint
If onboarding is the recurring pain, the Client Onboarding Pack gives you the editable templates behind the checklist.