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PDF · 2 pages
Client Onboarding Checklist
Everything to collect from a new client before the kickoff — removes 80% of week-one back-and-forth. Includes a 60-minute kickoff agenda.
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Preview
Sample is a trimmed version anyone can grab. Full file with all tabs / pages is unlocked with GoClean Pro.
What's inside
- ·Page 1 — Onboarding checklist (17 items across 4 sections)
- ·Page 2 — 60-minute kickoff agenda + action-item block
Includes
- ✓4 sections: Access, Legal, Brand, Data
- ✓17 concrete checklist items
- ✓60-minute kickoff agenda
- ✓Action-item capture block