Client onboarding and project kickoff templates
Once the proposal is signed, these documents get the work started: what you need from the client, who does what, the plan for the first weeks, and how the work is handed over at the end.
See the templatesKickoff and onboarding
Project Kickoff
Goals, team, plan and first steps for a new project.
Client Onboarding Checklist
Everything you need from the client to start.
Client Onboarding Questionnaire
Questions that gather goals, access and preferences.
Handover
Project Handoff
What was delivered and how to run it from here.
Project Transition Plan
Moving work from one team to another without gaps.
How to choose and adapt a template
Send it straight after signing
Momentum is highest right after the client agrees, so send the kickoff document the same day.
Ask for access early
List the logins, files and approvals you need, with dates.
Agree how you will communicate
Name the contacts, the meeting rhythm and where updates will be shared.
Frequently asked questions
What should a client onboarding checklist include?
Signed agreement and payment set-up, contacts, access to accounts and files, brand assets, goals and success measures, the first meetings and the timeline.
What is a project kickoff document?
A short document shared at the start of a project that restates the goals and scope, introduces the team, sets out the timeline and agrees how you will work together.
Are these templates free?
You can preview every template without an account. Editing and sending one needs a Propovo account, and the trial is free for 14 days with no card required.
Start from a template.
Preview any template, then customise it with your client’s details. The trial is free for 14 days.