Client Onboarding Checklist | PDF Template

Never miss a step when taking on a new client.

This straightforward checklist walks you through everything that needs to happen before, during, and after bringing a new client on board. Whether you're a VA, freelancer, or small business owner, having a proper process in place makes you look professional and saves you a lot of back and forth.

What's covered:

• Before work begins - contracts, quotes, deposits, and communication preferences
• Admin and access setup - folders, logins, tools, and systems
• Onboarding call - goals, deadlines, brand guidelines, and key contacts
• First week - welcome message, first tasks, and check-ins
• Ongoing - feedback process, filing conventions, and review cadence

Ready to print or use on screen. Download and use straight away.