Client Onboarding

• — Client / company name
• — Primary contact (name, role, email)
• — Engagement type (workshop / retainer / project)
• — Start date
• — Contract / SOW link

Filled in once, from the signed proposal — this is the reference block everything else links back to.

• — Welcome email sent
• — Contract signed and filed
• — Invoice #1 sent
• — Calendar invite for kickoff call sent
• — Access requested (shared drive / Slack / tools, as applicable)
• — Client added to relevant Notion workspace or shared page

Each item is a checkbox — nothing starts until this list is clear.

• — Current process / starting point (in their words)
• — Specific problem this engagement addresses
• — What's explicitly out of scope
• — Stakeholders involved beyond the primary contact
• — Decision-maker if different from primary contact

Pulled from the discovery call — this becomes the reference point for scope conversations later.

• — Milestones with target dates
• — Deliverables list
• — Meeting cadence (weekly / biweekly / async)
• — Communication channel and expected response time

Shared with the client directly — this section is written to be read by them, not just internal notes.

• — Dated entries: what happened, decisions made, what's next

One running log instead of digging through email threads to reconstruct history — updated after every call or major exchange.

• — Results delivered (specific, not vague)
• — Testimonial requested (Y/N, date)
• — Referral requested (Y/N)
• — Renewal or next-offer conversation status

Opened at the midpoint of the engagement, not just at the end, so wrap-up isn't a scramble.