Is the client onboarding checklist free?

Yes. Copy it as a checklist or print it, with no sign-up. Using it inside ActivityTracker, with the dates filled in, needs an account.

How do the dates work?

Each task has a day counted from the start: Day 1, Day 3 and so on. In ActivityTracker you pick a start date or a finish date, and every task lands on a real day. Tasks that repeat keep repeating.

Can I change it after I add it?

Yes. It's your project: rename it, add tasks, delete the ones you don't need. Save your version with Save as template and it's there next time.

What if the project I need isn't here?

Describe it in a sentence and the AI in Tasks writes a template for it, with sections and dates you can change before you use it.

Project template for founders

Client onboarding checklist with every task dated from the day you start

Contract to first delivery for a services business: kick-off, access, the plan, the first check-in.

3 sections
13 tasks
Opens as a list
Dated from day 1

Onboarding: [client]

Days count from the day you start. In the app, pick a start or a finish date and each task lands on a real day.

Week one

Welcome note with the plan and the datesDay 1High
Invoice the depositDay 1
Kick-off meetingDay 4, 10:00
- What does done look like for them?
- Who decides, who does the work, who signs off
- How and how often you will communicate
- The first milestone and its date
Access, logins and shared foldersDay 5

Week two

Plan sent and agreed in writingDay 8High
Weekly progress noteEvery Friday 16:00
First deliveryDay 15High

First month

30-day check-in: what would you change?Day 31High
Ask for a referral if it is going wellDay 36

About this template

For an agency, a consultancy or any business that delivers work for a client: the two weeks after the contract that set how the whole engagement goes. Kick-off, access and contacts, the plan agreed, the first delivery, and the check-in that catches a wrong turn early.

Tips from the template

Name the project after the client.
Kick-off within a week of signing, whatever the calendar says.
The 30-day check-in is where most engagements are saved or lost.

How to use it in ActivityTracker

1Open Tasks and choose Templates.
2Find Client onboarding (services) and open it. You see every section and task before anything is added.
3Pick the day you start, or the day it has to be done by. Every date moves with it.
4Press Use template. Rename the project, then work down the list.

Already use ActivityTracker? Open this template in the app

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Questions

Run it with the dates filled in.

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