Fair exchange tool

Client onboarding checklist

Hero subtitle

Is this you

Is this you subtitle

😬

Scenario1

😤

Scenario2

😰

Scenario3

🤷

Scenario4

Checklist prevents this

Critical categories

Every base covered

Every base covered subtitle

📋

Scope and deliverables

  • Define project scope
  • List specific deliverables
  • State whats not included
  • Set revision limits
📅

Timeline and milestones

  • Set start and end dates
  • Document key milestones
  • Schedule review periods
  • Build in buffer time
💰

Payment terms

  • Agree on total cost
  • Define payment schedule
  • Specify late payment terms
  • Price scope changes
💬

Communication

  • Identify primary contact
  • Agree on channels
  • Set response expectations
  • Schedule check ins
🛡️

Boundaries and expectations

  • Communicate availability
  • Define urgent protocols
  • Document cancellation terms
  • Clarify ip ownership
✏️

Your custom items

  • Add industry specific items
  • Include your own red flags
  • Customize per client type
  • Save as reusable template

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