Client onboarding checklist
New client.
- Note
- Business checklists
- Ready to copy
- [ ] Contract signed - [ ] Deposit paid - [ ] Kick-off booked - [ ] Access granted - [ ] Brief received - [ ] Shared folder set up
Press ⌘ Return to copy.
About this template
New client.
- Category
- Checklists and letters
- Pack
- Business checklists
- Type
- Note, a longer document
- Asks for
- Nothing, copy it as it is
Use it anywhere you write: email, chat, a document or a support tool. If you send it often, save the finished text as a snippet in ClipBuddy and paste it again from your clipboard history with ⌘⇧V.
Template source
The template as written, with its blanks in double braces, such as {{Name}}.
- [ ] Contract signed
- [ ] Deposit paid
- [ ] Kick-off booked
- [ ] Access granted
- [ ] Brief received
- [ ] Shared folder set up
{{cursor}}