---
title: "Client onboarding"
description: "Welcome every new client with the same clear steps, from the kickoff call to the first delivery."
url: "https://taskly-astro.pages.dev/templates/client-onboarding/"
category: "Operations"
---

# Client onboarding

> Welcome every new client with the same clear steps, from the kickoff call to the first delivery.

## Who it’s for

- Agencies and studios starting new client projects
- Account managers who want a repeatable kickoff
- Teams that invite clients as guests

## What’s inside

### Kickoff

- Send the welcome email
- Book the kickoff call
- Share the project plan

### Set up

- Create the shared folder
- Invite the client to the board
- Collect brand files

### First delivery

- Present the first draft
- Gather feedback
- Agree on next steps