Client Onboarding Checklist Template

CLIENT ONBOARDING CHECKLIST
Client / project: [name]
Onboarding owner: [name]
Target ready-to-start date: [date]

[ ] Scope confirmed — Owner: [name] — Due: [date]
    Done when: scope, exclusions, and first deliverable are acknowledged.
    Evidence: [agreement or confirmation link]
[ ] People and communication agreed — Owner: [name] — Due: [date]
    Done when: delivery owner, client approver, update channel, and escalation route are named.
[ ] Required assets and access received — Owner: [name] — Due: [date]
    Done when: each required invitation works and the first milestone's assets are available.
    Missing dependency / next action: [item, owner, date]
[ ] Kickoff completed — Owner: [name] — Due: [date]
    Done when: milestone, acceptance criteria, and open questions are documented.
[ ] Recap acknowledged — Owner: [name] — Due: [date]
    Done when: client confirms the first action and delivery can start.

Readiness decision: [ready / blocked]
If blocked: [dependency, owner, next check-in date]

Source: https://www.codymclain.com/templates/client-onboarding-checklist