Agencies & consulting
New client onboarding: the document checklist
6 named documents, specific enough that a client can act on each one from their phone without asking what you meant.
- 01Signed agreement
- 02Logo filesVector if you have them: .ai, .svg or .eps
- 03Brand guidelines or style guide
- 04Billing contact and PO number
- 05Access to analyticsAdd our email as a viewer
- 06Key contacts and who approves what
The list is the easy half.
Getting it answered is the job. Pesterly emails this checklist from your own mailbox, follows up on day 3, 7 and 10 with what's still missing, files every upload into your own Google Drive, and stops by itself when the last item lands.