Your client just paid you. The last thing you want is to drop the ball before you've even delivered.

The welcome email you forgot to send. The contract that went out a day late. The intake form you meant to share but didn't. Small gaps in onboarding add up fast, and clients notice every one of them. This checklist makes sure nothing slips through the cracks, from payment confirmation all the way to the 30-day testimonial ask.

What This Is An interactive client onboarding checklist pre-loaded with 10 proven steps organized across 4 phases. Check things off as you go, customize it for your process, and reset it for your next client in a single click.

What You Get

10 proven onboarding steps organized across 4 clear phases, ready to use from day one
A progress bar so you can see at a glance exactly where you are in the process
The ability to add your own steps or remove anything that doesn't apply to your business
One-click reset so you're ready to go again the moment a new client signs on

Who This Is For This is for coaches, service providers, and freelancers who want every new client to feel like a seamless, professional experience. If you've ever had to retrace your steps to figure out what you forgot, this checklist is your fix.

Choose Your License This product is available in two versions. Select your option at checkout.

Personal Use — $7: Access the full tool for your own business. Use it as many times as you like. Lifetime access included.

Master Resell Rights — $27: Everything in Personal Use, plus the legal right to resell this product to your own audience and keep 100% of every sale. You set the price. You choose the platform. The rights are yours to pass on to your buyers as well. Individual results from reselling vary and are not guaranteed.

How It Works Click your link. The app opens instantly in your browser on any device. Work through your onboarding steps one by one, check things off as you go, and reset for your next client when you're done. Bookmark the page so you can return to it any time a new client signs on. No fluff, no theory, no overwhelm.

Lifetime access. Works on any device. No downloads required.

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