Client Onboarding Checklist
A repeatable onboarding checklist for setting expectations, access, communication and delivery.
Working record
| Check | What to do | Evidence to retain |
|---|---|---|
| Kickoff | Agree the objective, scope, owners and first decision needed to start the work. | The kickoff record, its source and the person responsible for resolving missing evidence. |
| Access | Verify the account, permission level and recovery owner needed for the work. Keep credentials out of a public brief or checklist. | Access requirements and authorised account owner. |
| Scope | List the included deliverables, boundaries and change process. Keep a new requirement separate from an agreed acceptance condition. | Scope statement, exclusions and change owner. |
| Communication | Choose the channel, contact person and response expectations. Record how urgent issues should be escalated. | The communication record, its source and the person responsible for resolving missing evidence. |
| First milestone | Define the first deliverable the customer or manager can review and the evidence needed to accept it. | The first milestone record, its source and the person responsible for resolving missing evidence. |
Review the decision
A repeatable onboarding checklist for setting expectations, access, communication and delivery. Keep kickoff, access, scope attached to the conclusion so the next owner can challenge the assumptions. Resolve missing evidence before treating this record as approval.
Continue the decision
What a Good Client Onboarding Process Looks Like · How to Price a Service Without Guessing.
Calculation and source notes
Keep the displayed formula, input units and model scope with the result. Corrections or questions can be sent through the request section on this page.