Templates / Launch / Client Onboarding
C
Client Onboarding
Onboard a new client cleanly — kickoff and access, strategy and tooling, first deliverable and a set cadence.
launch
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9Tasks
3Phases
IntermediateLevel
LaunchCategory
3Roles
Project ManagerStrategistCopywriter
What's inside
Kickoff
- Welcome & contract1 day
- Access & brand assets2 days
- Discovery call1 day
Setup
- Strategy doc3 days
- Tooling & channels2 days
- Approval workflow1 day
Handover
- First deliverable3 days
- Review & cadence set1 day
- ◆ First deliverable shipped
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