2026-08-28 · 5 min read
The client onboarding checklist we use ourselves
A simple, repeatable process to start every client relationship on the right foot.
First impressions shape the whole relationship. A consistent onboarding process sets expectations and reduces back-and-forth.
Start with a welcome email that explains next steps, timelines and how to reach you.
Collect everything you need up front — contact details, files and signed agreements — in one place.