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Team template
Client onboarding template.
Everything a new client needs in their first two weeks. Use it for a new client's first two weeks. It lays out the welcome, the kickoff and the access they need, so each client gets the same steady start.
What you get
Client onboarding
A steady first two weeks for a new client.
About the client
Company: Name and what they do
Main contact: Name, role and best way to reach them
What they hired us for: The outcome they care about, in their words
Before kickoff
Signed agreement on file Access to their tools and files Kickoff meeting booked First two weeks
Kickoff call and introductions Agree on the first deliverable Set the check-in rhythm Notes
Try it with your team
Start with the Client onboarding template.
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