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For agencies signing a new retainer client
New client onboarding
Kick off a new client the right way: access, brand, goals and first plan.
4 columns9 tasks10-day plan
After you sign up, this template arrives selected in the first setup step.
The first two weeks with a client decide how the next twelve months feel. This board turns the usual scramble — chasing logins, hunting down a logo, discovering in month three that nobody agreed what success meant — into a dated checklist that starts on the day you sign. Every task carries a deadline relative to the kickoff, so the plan lands with real dates on it.
The board
To DoIn ProgressReviewDone
The green column is the done column — every delivered, velocity and trend number is counted from it.
The plan
The day numbers are relative to the start date you choose; they become real dates when the board is created.
- Day 2Kickoff meeting
- Day 3Collect brand assets & access
- Logo & brand guide
- Website / CMS access
- Analytics access
- Day 3Set up project workspace
- Day 5Define goals & KPIs
- Day 7Create initial roadmap
- Day 10Send onboarding summary to client
When this is the right one
- You keep rebuilding the same onboarding checklist from memory for every new account.
- Access and brand assets arrive late and hold up the first deliverable.
- You want the client to see a plan in week one, not an invoice.