✅ Onboarding System
✅

Onboarding System

Client Success Workflow

Client

📅 Project Timeline

W1

Week 1 — Kickoff

In Progress
W2

Week 2 — Discovery

Upcoming
W3

Week 3 — Development

Upcoming
W4

Week 4 — Launch & Handoff

Upcoming

📋 Kickoff Checklist

📄 Paperwork

🔐 Access & Setup

🎯 Goals Defined

💬 Communication

💬 Communication Log

Date Type Summary Action Items

📁 File Request Tracker

Brand guidelines / Logo files Pending
Content / Copy documents Waiting
Images / Photography Waiting
Access credentials Waiting

✅ Project Completion Sign-off

Service Provider

Signature & Date

Client

Signature & Date

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