Work

Client Onboarding Template

Turn a signed contract into a working relationship. Contracts, kick-off, access, expectations, and the first deliverable.

Template Structure

Client Onboarding

14 tasks

Send and sign the contract
Raise the deposit invoice
Send the welcome pack and what happens next
Collect brand assets, logins, and access
Set up the shared project space
Book the kick-off call
Agree scope, deliverables, and what is out of scope
Agree timeline and milestones
Agree communication channel and response times
Confirm who approves work on their side
Set up reporting or status updates
Deliver a quick early win
First milestone review
Check in on how the process is working
+Add your own tasks...

Why Use This Template

Every client starts the same way

Scope agreed before work starts

Faster access to what you need

Fewer awkward conversations later

How to Get Started

1

Sign Up Free

Create your free TodoTicked account in seconds.

2

Pick a Project

Choose which project to import into, or create a new one.

3

Customize & Go

Adjust to your needs and start being productive.

Ready to Get Organized?

Use the Client Onboarding Template to jumpstart your productivity today.

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