Checklist Ops
Client Onboarding Checklist
A two-page printable checklist of everything to collect from a new client — logins, brand assets, goals, contacts, tool access. Never chase credentials again.
Download PDF PDF · 2 pages
What this is
A printable two-page checklist covering every piece of information, login, and asset you need from a new client before starting work. Organised by category — run through it on your kickoff call or send it as a shared doc for the client to fill in.
Every item exists because I once started an engagement without it and wasted days chasing it later.
What is inside
Page 1: Access & credentials
- Google Analytics — GA4 property access (editor role minimum)
- Google Search Console — verified property access
- Google Ads — account access or MCC link
- Meta Business Suite — ad account and page admin access
- CMS login — WordPress/Shopify/Webflow admin credentials
- Hosting / DNS — cPanel, Cloudflare, or registrar login
- Email marketing — Mailchimp, Sendinblue, or equivalent
- CRM — HubSpot, Zoho, or whatever they use
- Social accounts — Instagram, LinkedIn, Twitter/X credentials or scheduling tool access
- Domain registrar — for DNS changes if needed
Page 2: Brand, goals & contacts
- Brand guidelines — logo files (SVG + PNG), colour codes, fonts, tone of voice
- Existing content — blog archive, past campaigns, whitepapers, case studies
- Business goals — revenue targets, growth goals, key metrics they track
- Target audience — ICPs, buyer personas, customer segments
- Competitors — top 3-5 they consider competition
- Key contacts — who approves content, who handles billing, who is the day-to-day point of contact
- Communication preferences — Slack, WhatsApp, email, meeting cadence
- Budget & timeline — confirmed monthly budget, any hard deadlines
- Past agency work — what was tried before, what worked, what didn’t
How to use it
- Send before the kickoff call — ask the client to prepare as much as possible in advance
- Walk through together on the call — check off items, note what’s missing
- Set a 48-hour deadline for any outstanding items — don’t start execution until you have access
- Store credentials securely — use a password manager (1Password, Bitwarden), never in spreadsheets or chat
Version history
| Version | Date | Notes |
|---|---|---|
| 2.0 | June 2026 | Added CRM, social accounts, past agency section |
| 1.0 | January 2026 | Initial release |
