Multi-Page Client Onboarding Checklist

Work through the welcome, setup, and asset collection steps.

What’s included

• 2 worksheet pages: Welcome Workflow & Project Setup; Asset Collection & Communication Setup.
• Canva template access.

How it helps

Follow a repeatable welcome and setup process for each new client.

Easy to use

Add your own text in Canva. Color-customizable.

Digital product

This is a digital product. No physical item will be shipped.