Client Onboarding Checklist

A tailored client onboarding checklist for a one-person business. Copy it into your working system and replace every bracketed prompt.

1. Agreement and payment

[Record the facts, assumptions, owner, evidence, and decision for agreement and payment.]

2. Welcome and contacts

[Record the facts, assumptions, owner, evidence, and decision for welcome and contacts.]

3. Access and intake

[Record the facts, assumptions, owner, evidence, and decision for access and intake.]

4. Timeline and milestones

[Record the facts, assumptions, owner, evidence, and decision for timeline and milestones.]

5. Communication expectations

[Record the facts, assumptions, owner, evidence, and decision for communication expectations.]

6. Risks and dependencies

[Record the facts, assumptions, owner, evidence, and decision for risks and dependencies.]

7. Kickoff confirmation

[Record the facts, assumptions, owner, evidence, and decision for kickoff confirmation.]

8. Final commitment

[Next action, owner, due date, and review date.]

Quality check

Facts are separated from assumptions.
Scope and exclusions are explicit.
Every commitment has an owner and date.
The document is stored where the work happens.

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Templates

Learn templates with a practical framework, one-person business example, metrics, common mistakes, and an action checklist for solopreneurs.

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Client Onboarding Checklist

Learn client onboarding checklist with a practical framework, one-person business example, metrics, common mistakes, and an action checklist for solopreneurs.

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