Build complete client onboarding packages

Prepare complete client onboarding package with checklists

New service engagements where alignment and clear expectations prevent early-stage friction and rework—eliminates the typical 2-week ramping chaos.

• · client company name and contact
• · project scope and deliverables
• · timeline and key milestones
• · required access and systems

• · welcome email template
• · intake questionnaire
• · kickoff meeting agenda
• · access provisioning checklist
• · expectations document
• · 30/60/90-day check-in schedule

• · Client contract signed
• · Primary point of contact identified
• · Project scope documented

• · Starting work before intake → 2 weeks of rework
• · Unclear expectations → 80% of client conflicts
• · Multiple decision-makers → conflicting feedback
• · Forgotten access provisioning → days of delay waiting for credentials

• · Anti-patterns section with quantified impact (80% of conflicts from unclear expectations)
• · Complete email template ready to customize
• · Structured intake questionnaire with 15+ specific questions
• · Access provisioning table with systems and request paths