Client onboarding checklist kanban template
The first two weeks with a new client decide the whole engagement's tone. An onboarding board turns your scattered kickoff ritual into a repeatable checklist — and shows the client you run a tight ship from day one.
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How to use this template
Duplicate this board for each new client. Hand the 'send brand assets' and 'sign contract' cards to them — each lands on their waiting-on-you list, so the chasing happens without awkward emails. When the Ready column is full, the project board takes over.
Built for a duo? See Simpleban for freelancers. Every board syncs live between two people, works offline, and supports handing cards to each other.
Questions, answered
- Does the client see this board?
- That's the point — share it, and the client sees exactly what's blocking kickoff (usually them). Cards handed to them show up as waiting-on-you.
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