Salag
SALAG
arrow-left Tools/Onboarding Checklist

Free starter tool

First week with a new client

Before and right after you start: get the agreement, deposit, files, and clear “done” rules — so the project doesn’t go sideways.

~5 min14 itemsNo signup

Progress saves automatically in your browser.

What this does▾

Four simple phases — first hour, first day, kickoff, and first week — plus email templates you can copy.

  • Get agreement, deposit, and billing info before work starts
  • Collect files and test access on day one
  • Agree how you’ll talk and what “done” means at kickoff
  • Download as PDF or copy ready-to-send emails
Browse other free tools →

FAQ

More answers about OnboardingChecklist

Free starter tool, no account required.

Complete non-negotiables, scope, payment, approvals, before production. Rush without structure creates disputes later.

Yes. Define monthly boundaries, response windows, rollover rules, and how out-of-scope requests are handled.