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My client onboarding checklist

Everything that happens between "yes" and the first design.

SSamir Rahman26 August 2026 · 1 min read

A calm start makes the whole project calmer. This is the list I go through with every new client.

  • Contract and first invoice sent the same day
  • Shared folder and a project board
  • Kick-off call booked within three days
  • Questionnaire filled in before the call
  • Weekly update day agreed

It takes about two hours, and it removes most of the questions that would come later.

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