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Checklist

The Complete Client Onboarding Checklist for Agencies

A step-by-step checklist to onboard new clients smoothly, set clear expectations, and prevent scope creep from day one.

What you'll get

  • 5-phase onboarding framework used by top agencies
  • Pre-kickoff checklist to start projects smoothly
  • Communication templates and rituals
  • Common mistakes to avoid
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Client Onboarding Checklist

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