Client Onboarding Checklist

What’s Included

A comprehensive checklist for onboarding new social media clients—never miss a step again.

The Checklist Covers

  • Pre-onboarding preparation (documents to gather)
  • Discovery call agenda and questions
  • Access and permissions setup
  • Content strategy kickoff framework
  • First week milestone checklist
  • 30-day review framework

Customize for Your Agency

Edit the Google Doc to match your specific services, tools, and workflow.

Get the Checklist

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