Client Onboarding Checklist
Create and manage onboarding tasks for your clients
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Onboarding Tasks
0 of 10 completed
Initial consultation completed
Category: Communication
Project scope defined and documented
Category: Planning
Contract signed and returned
Category: Legal
Payment terms agreed upon
Category: Financial
Deposit received
Category: Financial
Access credentials provided (if needed)
Category: Access
Communication channels established
Category: Communication
Project timeline agreed upon
Category: Planning
File sharing methods set up
Category: Access
Project kickoff meeting scheduled
Category: Communication
Progress: 0% complete