For your team
Make owners and deadlines visible. Use the notes for exceptions, missing documents and decisions that need someone’s judgement.
Practical resources · Free to explore
A clear first week.
For you and your client.
A practical checklist for small service businesses. Edit it here, explore a fictional example, or download a copy to use with your team.
Give every step an owner.
Use this checklist to make the first week clear for your team and your client. Adapt the tasks, assign one responsible person to each and agree a due date.
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| Done | Task | Owner | Due date | Notes |
|---|---|---|---|---|
Start with your own client, or load the fictional example to see how the checklist could look.
See the ten steps at a glance
- Agree the scope and engagement
- Assign the client contact and project owner
- Collect the required client information
- Check information and agree any exceptions
- Request the documents or files needed
- Create the client and project records
- Set up agreed access and shared folders
- Confirm billing details and agreed terms
- Book the kickoff and confirm next steps
- Confirm readiness to start and send the welcome
For the client
Share the steps relevant to them, including what you need and what happens next. Keep internal notes in your own working copy.
When does a checklist become automation?
Once the steps are clear, a signed agreement could create tasks, a form could update records and a missing document could create a reminder draft. Agree the process first, then connect the parts that repeat.
This is a general starting point. Add any professional checks and approvals your business requires.
Make onboarding easier to run.
Online information collection, current records and clear task ownership can support a more consistent first week.
What would this look like
in your business?
Bring the idea, the frustration or the process you want to improve. We can explore it in a free fifteen-minute conversation.