Template
A 15 Step Process to Successfully On-Board Your New Client
Each time you sign on a new client, follow these 15 steps and use this checklist to successfully and professionally on-board your new client.
Client has signed contract
Client has paid for down payment to get started on project
Create client's digital folder
Send welcome email/packet to client
Set up and send next month's invoice
Create reoccurring invoices for the duration of project
Send client a "get to know them" questionnaire
Introduce client to any other team members that will be working on project
Collect usernames and passwords for client's social media, website, blog
Schedule a kick of meeting with client and include any other team members that will be involved in the project
Map out client's marketing strategy in detail
Set up internal weekly, monthly, quarterly, yearly goals for client
Assign tasks to team members, create a separate todo checklists for them
Set up a reoccurring weekly internal meeting
Start project
This creates a private checklist in your account.