FreeTemplatesMarkdown
Client Onboarding SOP Template
A fill-in-the-blanks standard operating procedure for taking on a new client, from signed proposal to first deliverable.
What's inside
- Pre-kickoff checklist
- Kickoff meeting agenda
- Access and asset collection list
- First-week deliverable schedule
Who it's for
Freelancers and agencies who onboard clients more than once a month.