A client onboarding checklist that gets you ready to work
What to ask for after the proposal is signed, how to separate essentials from extras, and how to make a checklist clients can finish.
Read the guide →Better handoffs.
Calmer projects.
Practical notes on getting what you need from clients, without making the process harder than the work.
How to request client files without another email chase
Write precise file requests, choose useful formats, and keep missing assets visible without turning your client into a project coordinator.
Read the guide →Ask for a client approval that actually answers the question
Separate feedback from a decision, define what is being approved, and keep the answer attached to the work it concerns.
Read the guide →YOUR NEXT PROJECT STARTS HEREGet the inputs.
Create your first request ↗Get the inputs.
Get on with the work.
Create your first request free. No credit card. No client login.