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Client onboarding checklist: from signed deal to first results

A client onboarding checklist for freelancers and agencies: agreement, welcome email, intake, kick-off meeting, written agreements and a 30-day check-in. Free in Plenzu.

10 stepsAbout 5h 10m of workPlanned back from your kick-off

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What this plan is based on

How account managers start well: clear agreements before the work starts, one good kick-off, and an early check-in.

The plan, step by step

2 weeks before

  1. Send the agreement or quote to sign20m

  2. Send a welcome email with what happens next30m

1 week before

  1. Send a short intake questionnaire30m

  2. Ask for access, logins and materials20m

5 days before

  1. Set up the invoice details and the first invoice30m

2 days before

  1. Prepare the kick-off agenda45m

Kick-off

  1. Kick-off meeting

    • Agree the goals and how success is measured20m
    • Agree who does what, and how you keep in touch15m
    • Agree the first deliverable and its date10m

After the kick-off

  1. Send a written summary of the agreements30m

  2. Send the first progress update30m

  3. Check in after 30 days: what goes well, what can be better?30m

Client file

Client: … Contact person: …

Goals - …

Agreements | What | Who | When | |---|---|---| | … | … | … |

Invoicing **Rate:** … **Invoice to:** … **Payment term:** …

Tip Write agreements down the same day and send them to the client. It prevents most misunderstandings later.

Let Plenzu plan it for you

Pick your date, and every step lands on the right day, with time estimates that show whether your weeks still fit. Free to start.

Use this template for free

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