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FREE TEMPLATE

Free Client Onboarding Checklist

Everything you need to onboard a new client without missing a step. Built for agencies and freelancers.

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32
checklist items
3
phases covered
45 min
average time with OnBrio
Free
to copy and use

The complete client onboarding checklist

0 / 32 completed
PHASE 1: Before the Kickoff Call
Legal & Financial
Setup
Internal
PHASE 2: Kickoff Day
PHASE 3: Week 1

✨ In OnBrio, phases 1 and 2 happen automatically when a contract is signed. No manual steps required.

See how OnBrio automates this →

How to use this checklist

1
Download or bookmark

Save this page or copy the checklist to Notion or Google Docs.

2
Customize for your workflow

Add your agency's specific steps and tools.

3
Complete for each new client

Work through each phase as the project progresses.

4
Or use OnBrio

OnBrio auto-completes the pre-kickoff steps when a contract is signed.

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Align your team and client before any work begins.

Stop losing hours to client onboarding.

OnBrio automates every step — proposal, contract, portal, invoice — in one platform.

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