Client Onboarding

Integrate new clients with this checklist, ensuring a seamless transition and setting the foundation for a successful partnership.

Premium content. Please login or purchase to view this content.

Just curious? Check out our free 'Proposal' checklist to see if Agency Copilot is a good fit for you.

Back to lists

These checklists are provided as general guidelines. Every agency, freelancer, and project is unique; adapt as necessary. While every effort has been made to offer helpful tools, professional judgment should be exercised when using them. The Admin Bar cannot guarantee specific outcomes and is not liable for decisions or consequences arising from the use of these checklists.