OpsKit LibraryFounder continuity systems

Free downloadable DOCX template

Client Onboarding Checklist

A DOCX first-week onboarding checklist for consultants and agencies who need access, owners, and kickoff clarity.

For: Consultants, freelancers, and agencies

Download the DOCX template

This page is the preview. The download button gives you the actual editable file with fields, tables, and structure.

What it prevents

Most client work starts messy because the kickoff skips access, decision rights, success criteria, and scope risk. This checklist catches those before the first deliverable is late.

  • signed agreement/payment confirmed
  • intake received
  • access requested
  • decision maker named
  • definition of done captured
  • first status update scheduled