Client onboarding kit

Start a new client relationship with a clear next step.

Designed for the moment when…

A client has agreed to work with you, and you need a consistent way to gather the details.

Inside the planned toolkit

• Welcome-message prompts
• Kickoff agenda and project-information checklist
• Milestones, responsibilities and handoff notes

A useful place to start

Before the kickoff, capture the project goal, decision maker, scope questions and next milestone.