the client onboarding sequence I run before any billable work

an eight-step handoff from signed scope to kickoff, with ownership and access settled before delivery starts

Never miss an update

This list changes over time — get a short email when it does.

At most one short email a week — unfollow in one click.

Confirm the signed scope

Resolve mismatches between proposal, contract and verbal promises before creating tasks; kickoff is too late to renegotiate scope.

Collect billing details

Capture legal entity, billing contact, tax details, currency, PO rules and payment method before the first invoice.

Send the welcome note

Put the next three actions, portal link and normal response window in one email; scattered welcome messages create support work.

Open the shared workspace

Request files and credentials

Share folders through guest access and use a password manager for credentials; emailed passwords become permanent liability.

Book the kickoff call

Record owners and deadlines

Name one decision owner on the client side. “The team” cannot approve a deliverable or unblock a dependency.

Confirm the first deliverable

Or start a list of your own — free, it takes a minute.

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