New Client Onboarding Checklist
Client Information
Company Name
Primary Contact Name
Email Address
Phone Number
Mailing Address
Agreements & Documentation
Signed Contract
NDA (if applicable)
Invoice Sent
Payment Received
Project Setup
Kickoff Call Scheduled
Project Plan Shared
Access to Required Platforms
Client Onboarding Document Sent
Internal Preparation
Team Briefed
Resources Allocated
Timeline Defined
Notes