Solo Web Pros
Client Onboarding Checklist

1. Confirm the signed agreement is fully executed.
2. Confirm the initial deposit has been paid and marked received.
3. Send a welcome email with the project timeline, communication cadence, and next steps.
4. Share the project hub link with folders for copy, brand files, logins, and feedback.
5. Send the kickoff questionnaire.
6. Request domain, DNS, hosting, CMS, and analytics access only when needed.
7. Book the kickoff call with a written agenda.
8. Confirm who can approve scope, copy, design, and launch decisions.
9. Define feedback windows and revision limits in writing.
10. Create the internal project schedule with review dates and launch target.
11. Set up invoicing milestones before production starts.
12. Send the "what I need from you this week" note before kickoff.