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Client onboarding checklist templates
Proven intake checklists for every kind of creative project. Click any card to see the full checklist — then send it to your client as a branded portal in about a minute.
Web Design Kickoff
The classic: assets, access, and content for a new site.
Brand Identity Intake
Logo, colors, voice — everything a brand refresh needs.
Marketing / Ad Account Access
Collect ad platform and analytics access in one pass.
Video Production Intake
Footage, scripts, and brand assets for a video project.
SEO Audit Onboarding
Access and history for a full technical + content audit.
Social Media Management
Handles, assets, and voice for social management.
Photography Session Brief
Shot lists, locations, and logistics for a shoot.
Podcast Production
Episode assets, guests, and publishing details.
E-commerce Store Setup
Products, payments, and shipping for a new store.
Content Writing Brief
Briefs, references, and access for content projects.
Email Newsletter Setup
Template, list, and sending access for a client newsletter.
Mobile App Design/Dev
Store listings, access, and assets for an app project.
Illustration Commission
References, usage rights, and deliverable specs for illustrations.
Interior Design Project
Space details, inspiration, and constraints for interior work.
Online Course Production
Curriculum, recordings, and platform access for a course.
Website Migration
Access and inventory for moving a site to a new host or CMS.
Print Design Project
Specs, assets, and printer details for print work.
Podcast Guest Booking
Bio, tech check, and promo assets for a guest spot.
Brand Photoshoot
Shot list, talent, and logistics for brand photography.
SEO Copywriting Project
Keywords, pages, and voice for SEO-driven copy.
UI/UX Audit
Access, goals, and analytics context for a product audit.
Packaging Design
Dielines, compliance, and product details for packaging.
Webinar / Virtual Event
Platform access, slides, and promo for online events.
Voice-over / Audio Production
Scripts, references, and tech specs for voice work.
Translation / Localization
Source content, glossaries, and locale specifics.
CRM Cleanup / Setup
Access and data context for a CRM overhaul.
Franchise Marketing Kit
Multi-location assets, approvals, and local-market rules.
Annual Report Design
Data, copy, and compliance assets for a polished report.
Accessibility Remediation
Access and audit scope for WCAG compliance work.
Logo Design Project
Everything a standout logo needs: story, taste, and logistics.
Animation / Motion Graphics
Scripts, assets, and specs for animated explainers and stingers.
Game Art & Asset Production
Style guides, engine specs, and asset lists for game art.
3D Product Visualization
Models, materials, and angles for photoreal renders.
Music / Jingle Production
Briefs, references, and clearances for custom music.
Conference / Event Coverage
Run-of-show, shot lists, and logistics for live events.
Influencer / UGC Campaign
Products, briefs, and approvals for creator content.
Local SEO / Google Business Profile
Listings, photos, and reviews for local visibility.
Amazon / Marketplace Listings
Catalog data, images, and keywords for marketplace wins.
Website Care Plan
Ongoing maintenance: access, stack, and expectations.
Marketing Automation Setup
Flows, lists, and data for lifecycle email/SMS.
Business Process Automation
Map the manual work before automating it away.
Virtual Assistant Onboarding
Tools, SOPs, and access for a new VA engagement.
Bookkeeping Client Onboarding
The classic: bank access, receipts, and entity docs.
Real Estate Marketing Package
Listings, media, and brand for property marketing.
Restaurant / Hospitality Brand Kit
Menus, interiors, and hours for hospitality brands.
Nonprofit Campaign Assets
Mission, data, and compliance for cause campaigns.
Wedding Stationery & Invitations
Names, details, and taste for bespoke stationery.
Merch / Apparel Design
Artwork, blanks, and print specs for merch drops.
Investor Pitch Deck
Numbers, narrative, and design inputs for fundraising decks.
AI Content Pipeline Setup
Brand voice, tools, and guardrails for AI-assisted content.
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