Client Onboarding Checklist
A smooth start makes the whole project easier. Use this checklist when you sign a new client: paperwork, payments, account access, kickoff, tracking and reporting. Progress is saved in your browser.
How to onboard a new client
- Finish paperwork and payment first.
- Get proper access through user invites, not shared passwords.
- Hold a kickoff call to agree goals, approvals and communication.
- Set up tracking and record baselines before you change anything.
Why onboarding matters
Most client problems start in the first week: unclear scope, missing access, no agreed goals or slow approvals. A consistent onboarding process makes you look professional, saves days of back-and-forth, and gives you baseline numbers to prove your results later.
Safe access tips
| Platform | Safe way to get access |
|---|---|
| Google Analytics and Search Console | Client adds your email as a user |
| Google Ads | Link to your manager (MCC) account |
| Meta | Partner access in Business Manager |
| WordPress | A separate user account with the right role |
| Google Business Profile | Invite as a manager |
Related tools
Collect project details with the client brief questionnaire, define work with the scope of work generator, and bill with the invoice generator.
More free tools and guides
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Frequently Asked Questions
Is this onboarding checklist free?
Yes. It is free with no sign-up, and your progress is saved in your browser.
Should clients share passwords with me?
It is better to be added as a user or partner. It is safer and easier to remove later.
When should I start work?
After the agreement is signed and the advance payment is received.
What should I cover in a kickoff call?
Goals, KPIs, audience, brand assets, approvals, communication and the first 30-day plan.