| Client Name | |
|---|---|
| Contact Person | |
| Phone | |
| Company Name | |
| Onboarding Start Date |
| Task | Status | Notes |
|---|---|---|
| Initial Welcome Email Sent | ||
| Onboarding Call Scheduled | ||
| Introduction of Key Contacts | ||
| Project Scope Shared | ||
| Required Documents Collected | ||
| Timeline Communicated | ||
| Communication Channels Established | ||
| Next Steps Explained |