CLIENT ONBOARDING CHECKLIST
Client / project:
Delivery owner:
Client decision maker:
[ ] Approved scope located and current
[ ] Deliverables and exclusions understood
[ ] First milestone and acceptance checks agreed
[ ] Source files received and versions checked
[ ] Access invited through approved channels (no secrets in this file)
[ ] Routine and urgent communication routes agreed
[ ] Update frequency and response expectations agreed
[ ] Change approval owner identified
[ ] Missing items recorded with owners, dates, and effects
[ ] Delivery owner confirms readiness or explicit limitations
Missing item | Owner | Due date | Impact:
First review date:
Project-end access removal owner: