PD-0008

Client Onboarding Checklist

A polished, practical checklist for getting new client projects started cleanly.

Prime Certified

Who this is for

Freelancers, consultants and service providers onboarding new clients.

Practical outcome

Collect the right information, confirm expectations and start projects with fewer gaps.

Problems solved

• Missing client details
• Unclear responsibilities
• Weak kickoff
• Forgotten first-week follow-up

What’s included

• Pre-acceptance checklist
• Client details collection
• Scope confirmation
• Deposit/payment confirmation
• Files and access checklist
• Communication preference
• Timeline confirmation
• Responsibilities confirmation
• Kick-off meeting checklist
• Internal setup checklist
• Customer welcome checklist
• First-week follow-up
• Editable DOCX
• Print-friendly PDF

Formats and compatibility

Includes a professionally packaged ZIP containing DOCX, PDF and/or XLSX files depending on product type. DOCX works with Microsoft Word or compatible editors. XLSX works with Microsoft Excel or compatible spreadsheet editors. PDFs open in standard PDF readers.

Quality and update status

Prime Certified: passed launch Product Excellence Standard. Business Growth Roadmap not included. Not eligible for Lifetime Updates at launch.

Licence summary

Use for yourself or your own business, edit for internal use, add your own business details where fields allow, and print for normal business use. Resale, redistribution, link sharing, marketplace upload and repackaging are not permitted. Licence wording is marked for professional legal review before public launch.

FAQs

• Can I edit the files? Yes, editable files are included where the format supports editing.
• Can I use this for my own business? Yes, under the PrimeDownloads Business Use Licence.
• Is this legal, financial or accounting advice? No. Professional advice should be obtained where required.
• Where do I access my download? Completed purchases appear in PrimeVault/order history.

Works well with

• PD-0002
• PD-0009