Templates

Pre-built checklists for different industries

🎨

Web Design

14 items

Complete website launch checklist for web design projects

1
Sign project contract
2
Complete brand questionnaire
3
Provide logo files
4
Share brand guidelines

+10 more items

💼

Consulting

12 items

Onboarding checklist for consulting engagements

1
Sign consulting agreement
2
Complete intake questionnaire
3
Share current challenges
4
Provide organizational structure

+8 more items

🌟

Coaching

12 items

Client onboarding for coaching programs

1
Complete application form
2
Sign coaching agreement
3
Set up payment
4
Complete intake assessment

+8 more items

📷

Photography

12 items

Session preparation for photography clients

1
Sign photography contract
2
Pay booking fee
3
Select package
4
Choose location

+8 more items

✨

Creative

14 items

Onboarding for creative agency projects

1
Sign project proposal
2
Complete creative brief
3
Provide brand assets
4
Share competitors analysis

+10 more items

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About Templates

These pre-built templates are designed for common client onboarding scenarios. Edit them to match your process, reorder items via drag-and-drop, and mark items that require file uploads.