Free checklist
From “yes” to kickoff — without rebuilding it from memory every time.
The eight-step checklist that makes every new client land softly. Build it once; stop winging it under pressure.
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What's inside
Inside Client Onboarding Checklist:
- The 8-step onboarding sequence — from signed contract to a calm, ready kickoff.
- The order that keeps it calm — same steps, every client — consistency is the calm.
- The automate-it-later rule — why you write the process before you automate it.
Build it once. Every client after lands the same calm way.
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