ChecklistFREE
Agency Client Kickoff Checklist
Standardized 14-point kickoff: access, stakeholder intro, communication channels, milestones, first-week deliverables. Runs the same way for every new client.
What's Included
- 14-point kickoff checklist with owner and due date fields
- Access request template (tools, accounts, credentials)
- Communication channel setup SOP (Slack, email, portal)
- Milestone confirmation email template
- First-week deliverable confirmation doc
How to Use This Template
- Send the access request template on contract signing day
- Run the kickoff call using the 14-point checklist
- Confirm milestones and first-week deliverables in writing after the call
- Set up communication channels before day one
- Archive the completed checklist to the client record in Systemly
Who This Is For
- •All agency types onboarding new clients
- •Solo operators who want a professional kickoff without a manual every time
- •Teams where different people run different kickoffs and need consistency
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Template FAQ
How long does a kickoff using this checklist take?
The checklist is built for a 60-minute call. Pre-call access requests compress the in-meeting time.
Can I run this in Systemly?
Yes. Create the kickoff as a task template in Systemly Projects and assign each item to the responsible team member.