Onboarding Checklist

The Onboarding Checklist is a tool to help ensure that all necessary steps are completed when onboarding a new client.

This checklist is for any social media manager who needs that extra guidance when onboarding a client. It includes various tasks and items that should be completed during the onboarding process.

The onboarding checklist includes tasks such as getting the contract signed, sending an onboarding questionnaire and requesting their style guide.

You will onboard every client SEAMLESSLY after you grab your checklist

This template can be duplicated and added to a user's Notion account