Client Onboarding
Quick Start
Guide
Everything we need to get you supported quickly and smoothly — work through these at your own pace.
Everything we need to get you supported quickly and smoothly — work through these at your own pace.
Welcome! This checklist ensures I have the access and information needed to support your operations efficiently. Not everything may apply to your business — share what's relevant and we'll sort the rest out together.
Please send an invitation to [email protected] for any tools you already use.
Share access to tools relevant to your operations — only what applies to your business.
If your business uses Google tools, please share editor access where appropriate.
If you have a workspace, invite me. If not, I can set one up for you.
If applicable, provide access to any of the following platforms.
If social media or marketing support is part of our engagement, share access to relevant platforms.
If you host a podcast or record video content, share access to relevant tools.
Please send credentials through a secure password manager when possible.
If I'll be coordinating invoicing or payments, please provide access or visibility. Access level can be limited if preferred.
If available, the following materials help accelerate onboarding and get us to the real work faster.
Our initial working session covers the following to ensure we focus on what matters most.
Current business priorities and active projects — what needs attention now.
Launches, initiatives, or deadlines on the near-term horizon.
Existing workflows, tools, and communication preferences already in place.