Organize your process. Impress your clients. Start every project off right.

Tired of reinventing the wheel every time you onboard a new client?

This free, customizable onboarding checklist will help you standardize your workflow, stay on top of important steps, and deliver a consistent, professional experience—every time.

• Includes pre-client prep, intake steps, systems setup, kickoff tasks, and final checks
• Available in Google Docs and Canva formats
• Easy to edit and make your own

Whether you’re a solopreneur, service provider, or growing team, this checklist will help you save time and look polished from day one.

Grab your free copy below and start onboarding with confidence.