Client Onboarding Checklist for Agencies
A simple resource page that can rank for checklist intent, capture emails, and route visitors toward portal, CRM, and project-management pages.
Checklist
- Confirm scope, deliverables, contacts, and communication rules
- Collect assets and logins
- Set up the client portal or shared workspace
- Assign internal owners and recurring tasks
- Confirm first 30-day milestones and reporting cadence