Product code: PD-0008

Client Onboarding Checklist

Give every new client a smoother start with a practical checklist for details, access, scope and first steps.

£12.00Launch QA checkedVersion 1.0

Best for

Freelancers, consultants and service businesses that want fewer onboarding gaps.

Outcome

You can confirm the essentials before work begins and keep both sides clear on responsibilities.

Access

Secure download through PrimeVault after purchase.

What is 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

Compatibility

• Editable DOCX files where documents are included.
• XLSX spreadsheets where calculators or trackers are included.
• PDF guides, checklists, licence details and version history.
• Plain UK English guidance with no income, legal, tax or accounting guarantees.

Updates and licence

Not eligible for Lifetime Updates at launch. The PrimeDownloads Business Use Licence allows use inside your own business and prohibits resale, redistribution or repackaging of the original files. Final legal wording should be professionally reviewed before public launch.

Works well with

• PD-0002
• PD-0009

Questions

For product support, quote product code PD-0008 when contacting info@primedownloads.co.uk.