Operations
Client onboarding
Welcome every new client with the same clear steps, from the kickoff call to the first delivery.
What’s inside
The lists and example tasks you get. Rename, add, or remove anything once it is yours.
Kickoff3
- Send the welcome email
- Book the kickoff call
- Share the project plan
Set up3
- Create the shared folder
- Invite the client to the board
- Collect brand files
First delivery3
- Present the first draft
- Gather feedback
- Agree on next steps
Who it’s for
- Agencies and studios starting new client projects
- Account managers who want a repeatable kickoff
- Teams that invite clients as guests