Templates For agencies
The first two weeks set the tone for the whole relationship. This checklist board covers the welcome, the kickoff, the access you need from them and the check-in after two weeks, and keeps a column for whatever you're waiting on from the client.
Free on Workel's free plan. For agencies, consultants and service businesses signing new clients.
Due dates count from the day you add the template, so the first week's work is already on your calendar.
Send the welcome email and contract
TodayHigh priority
Book the kickoff call
In 2 daysHigh priority
Set up the shared folder and project access
In 3 daysMedium priority
Add billing details and send the first invoice
In 4 daysMedium priority
Two-week check-in call
In 2 weeksMedium priority
Get logins for their website and analytics
In 5 daysMedium priority
Collect brand guidelines and past work
In 5 daysLow priority
Doc
Onboarding checklist
Before the kickoff
At the kickoff
After the kickoff
Doc
Welcome email
Hi [name], we're glad to be working with you. Here's what happens next:
Reply to this email with any questions. We usually answer within a working day.
Project chat
Client onboarding
Your team's notes on the client while you get them started. Everyone you add to the project is in it.