Markdown
Client onboarding checklist
Every step from signed scope to the day-30 review, with an owner named for each one.
- Pre-kickoff admin and access requests
- Kickoff questions worth asking
- Day 14 and day 30 checkpoints
Free template pack
Four working documents we use to onboard clients, agree scope, send weekly updates, and keep change requests from quietly eating the margin. Plain text, no tool required.
Every step from signed scope to the day-30 review, with an owner named for each one.
The one-page brief that settles scope, milestones and the client review window before work starts.
The same format every week, so clients stop asking where things stand and risks surface early.
The log that turns a verbal favour into a tracked decision with cost and date impact attached.
These templates are free to copy and adapt inside your agency. Client & Craft does not collect client or project data through this page.