Client Kickoff Checklist

Start every client project aligned and calm. The Client Kickoff Checklist gives you a simple, repeatable flow to capture the essentials in minutes, goals, scope, assets, access, timelines, and approval rules, so you avoid scope creep, lost files, and “who owns what?” moments. ✨

What’s inside:

• 🎯 Goals and Success Criteria

• 📦 Scope and Deliverables

• 🗓️ Timeline, Milestones, and Review Cadence

• 👤 Roles and Ownership

• 🔐 Assets and Access (Drive, Figma, domains, tools)

• ⚠️ Risks, Assumptions, and Open Questions

• ✅ Feedback and Approval Rules

• 🗂️ Folder Structure and Links

• 📝 Kickoff Meeting Notes
  

Who it’s for:

• 🧑‍🎨 Freelancers and studios who want clear, repeatable client onboarding

• 🧩 Design teams that need a shared standard across projects
  

Outcome:

• 🚀 Faster onboarding, fewer surprises, and a single source of truth your team and clients can trust.
  

Ready to streamline your client kickoffs?

👉 Grab the Client Kickoff Checklist now and start your next project aligned.