# Client Onboarding Checklist

The 24-step intake flow we use for every new client at Adams & Adams Consulting.
Customize and ship in an afternoon.

## Phase 1 — Before the kickoff call (Days -3 to 0)

- [ ] 1. Welcome email sent within 1 business hour of contract signature
- [ ] 2. Calendar invite for kickoff call (45 minutes) with agenda attached
- [ ] 3. Shared client folder created and access granted
- [ ] 4. Intake questionnaire sent (10 questions, ~15 minutes to complete)
- [ ] 5. Internal Slack channel / project board created and assigned coordinator

## Phase 2 — Kickoff call (Day 0)

- [ ] 6. Walk through scope of work, line by line
- [ ] 7. Confirm primary point of contact and escalation contact
- [ ] 8. Confirm communication cadence (weekly check-in day/time)
- [ ] 9. Confirm preferred communication channels (email, SMS, portal)
- [ ] 10. Capture two business-critical dates in the next 90 days
- [ ] 11. Walk client through portal login and key views

## Phase 3 — First week (Days 1-7)

- [ ] 12. Document review: collect prior year filings, contracts, insurance, licenses
- [ ] 13. Compliance gap assessment delivered as a one-page memo
- [ ] 14. Calendar build-out: every recurring deadline added with 30/7 day reminders
- [ ] 15. First weekly status report delivered (even if minimal)
- [ ] 16. Vendor list cataloged with renewal dates
- [ ] 17. Bank, IRS, state agency authorization forms signed

## Phase 4 — First 30 days

- [ ] 18. 30-day review call: what's working, what's not, what to adjust
- [ ] 19. Workflow documentation reviewed and approved by client
- [ ] 20. Any urgent compliance items closed out
- [ ] 21. Client introduced to backup coordinator
- [ ] 22. NPS / satisfaction check-in (single question)

## Phase 5 — First 90 days

- [ ] 23. Quarterly business review scheduled
- [ ] 24. Renewal / expansion conversation if scope has grown

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**Tip:** treat each step as binary — done or not done. If a step is "kind of done," it isn't done. The discipline is the deliverable.

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