The Ultimate Client Onboarding Checklist – Eazy Dezyn

The Ultimate Client Onboarding Checklist

Content: A step-by-step checklist covering every phase of the client onboarding process, from initial contact to the first design proposal.

Sections: Introduction, Initial Consultation, Client Questionnaire, Contract Signing, Payment Setup, Project Kickoff.

Where: On Notion Clean, professional design with checkboxes, making it easy to use.

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