checklist
lock Free · Private · In-Browser
Client Onboarding Checklist
Create a practical onboarding checklist for a new client project in seconds.
Start client work with fewer loose ends
Client onboarding is where expectations, access, assets, and communication rhythm get set. This checklist gives you a clean starting point for the first handoff and kickoff process.
Use it before sending a welcome email, building a project folder, or running a kickoff call.
Private onboarding planning
Your client details stay in your browser.
Frequently Asked Questions
Who is this onboarding checklist for?
It is for consultants, agencies, freelancers, and service teams starting a new client project.
Can I customize the checklist?
Yes. Copy the generated checklist and remove or add steps for your workflow.
Does it create a client portal?
No. It creates a plain-text onboarding checklist only.
Is client information uploaded?
No. Everything runs locally in your browser.
Take it further
Business Tools
Free browser tools for client work and operations.