Client onboarding checklist
A clear first-week checklist for welcoming a new client, collecting what you need, and starting work without loose ends.
Useful systems for the work between the work.
Seventy-five practical checklists, templates, and planning tools for client teams. Download them, make them your own, and keep the next step clear.
Browse resourcesStart with the part that is getting messy.
Client intake questionnaire
A practical intake worksheet for learning the goals, context, access needs, and working preferences behind a client engagement.
Client kickoff meeting agenda
A focused kickoff agenda that aligns the project team and client on outcomes, owners, milestones, and the first next step.
Client portal launch checklist
A checklist for setting up a client-facing home that is clear, useful, and easy to return to during delivery.
Client approval workflow worksheet
A worksheet for defining what needs approval, who decides, how revisions work, and how decisions are recorded.
Change request log
A simple process for capturing new requests, checking their impact, and getting a documented yes before work changes.
Client status update template
A calm weekly update format that tells clients what moved, what is next, and where a decision is needed.
Client offboarding checklist
A closeout checklist for wrapping delivery, handing over files, confirming final billing, and leaving the relationship in good shape.
Client health review worksheet
A quarterly client review for spotting delivery risks, renewal opportunities, and relationship gaps before they become surprises.
Retainer renewal checklist
A renewal planning checklist that turns a past period of work into a clear, evidence-based conversation about what comes next.
Lead qualification scorecard
A scorecard for deciding whether a prospective client is a good fit before your team spends time scoping the work.
Discovery call notes template
A structured note sheet for turning a sales conversation into useful scoping inputs instead of a vague memory.
Proposal scope checklist
A pre-send checklist for making proposals specific enough to support a confident yes and a clean project start.
Estimate review checklist
A practical review before an estimate goes out, covering cost, effort, assumptions, terms, and the client decision path.
Project budget tracker
A working budget worksheet that makes planned effort, outside cost, contingency, and actual spend easier to compare.
Time tracking habit builder
A lightweight plan for creating a consistent time-tracking rhythm that produces useful project and billing information.
Invoice preflight checklist
A final review checklist before sending an invoice, so the client, work, timing, payment terms, and contacts all line up.
Payment follow-up sequence planner
A respectful sequence planner for following up on unpaid invoices with clear dates, ownership, and records.
Project profitability review
A retrospective worksheet for comparing planned and actual effort, cost, margin, and scope decisions after delivery.
Vendor onboarding checklist
A checklist for bringing a contractor or vendor into a client engagement with the right brief, access, terms, and accountability.
Weekly operations review agenda
A short weekly agenda for reviewing capacity, project risk, client decisions, cash flow, and the work that needs attention now.
Team capacity planning worksheet
A planning worksheet for matching available team time to committed work without hiding overload in a spreadsheet.
Internal project handoff checklist
A handoff checklist for moving responsibility without losing the client history, scope, files, risks, or next commitments.
Project risk register template
A simple risk register for naming what could affect delivery, how likely it is, who owns it, and what happens next.
Decision log template
A lightweight log for keeping important project decisions, their context, owners, and dates findable after the meeting ends.
Agency SOP builder
A practical worksheet for turning a repeatable piece of work into an SOP that a teammate can actually follow and improve.
Meeting action register
A clean action register for turning meetings into owned commitments with due dates instead of a longer list of notes.
Role handover plan
A role transition plan for protecting client service when someone joins, changes responsibilities, or leaves a team.
Service delivery audit
A periodic audit for checking whether the way you sell, start, deliver, approve, and bill work still matches your standards.
Agency weekly planner
A weekly planning sheet for balancing client commitments, internal work, capacity, and protected focus time.
Creative brief template
A client-friendly brief that translates a request into goals, audience, message, constraints, decisions, and a useful creative starting point.
Website project intake checklist
A structured intake for website work, covering goals, users, content, access, technical context, launch needs, and decision makers.
Website launch checklist
A launch checklist for checking content, forms, analytics, redirects, permissions, legal review, and the post-launch plan.
Brand identity handoff checklist
A handoff checklist for delivering a brand system with organized files, clear usage guidance, licensing context, and next steps.
Design quality assurance checklist
A final design review for checking hierarchy, copy, accessibility basics, asset quality, responsiveness, and stakeholder requirements.
Content calendar planner
A monthly planning worksheet for connecting business goals, content themes, formats, owners, reviews, publishing dates, and measurement.
Social media approval workflow
A worksheet for defining who reviews social content, when feedback is due, how revisions are handled, and what counts as approval.
Campaign launch planner
A launch planner for connecting audience, message, assets, channels, owners, timing, checks, and learnings in one campaign view.
SEO content brief template
A people-first content brief for defining the reader problem, primary question, useful evidence, structure, internal links, and a real next step.
Client performance reporting template
A reporting structure that connects metrics to goals, explains what changed, names limits, and turns the report into a useful next conversation.
Wedding photography workflow checklist
A practical event workflow covering booking, planning, shot priorities, day-of logistics, editing milestones, gallery delivery, and closeout.
Photography shoot day checklist
A focused shoot-day checklist for confirming people, timing, location, equipment, permissions, shot priorities, and backup plans.
Event run of show template
A run-of-show worksheet for making event timing, owners, vendors, attendee moments, contingencies, and closeout responsibilities visible.
Venue booking checklist
A venue booking checklist covering inquiry, availability, hold policy, contract, deposit, event requirements, vendor coordination, and final confirmation.
Event vendor brief template
A concise vendor brief for sharing the essential event context, contact details, timing, scope, access, deliverables, and escalation plan.
Client gallery delivery checklist
A gallery delivery checklist for organizing final images, client access, backup, usage notes, final payment, and a professional wrap-up.
Consulting engagement plan
A planning worksheet for defining the problem, working cadence, stakeholder roles, evidence, milestones, recommendations, and a useful closeout.
Construction client kickoff checklist
A client kickoff checklist for confirming scope, site contacts, schedule, decisions, access, change process, safety expectations, and communications.
Consultant meeting brief template
A pre-meeting brief for setting purpose, desired decision, attendees, evidence, agenda, risks, and follow-up ownership.
Service business security basics checklist
A practical, non-technical checklist for improving access hygiene, account ownership, backups, device updates, vendor review, and incident contacts.
Client welcome email template
A warm, structured welcome email template that explains what happens next, who owns what, and how a new client can get moving quickly.
Client feedback request email templates
A set of respectful prompts for requesting clear client feedback, naming the decision needed, and keeping revisions productive.
Scope boundary email templates
Practical language for acknowledging a new request, explaining its impact, and moving it through a clear change decision without creating friction.
Project delay communication template
A client communication template for raising a delivery risk early, explaining what changed, and proposing a responsible next plan.
Proposal follow-up email templates
A concise sequence for following up on a proposal without pressure, while making the decision path and next step easy for a prospect.
Invoice reminder email templates
Professional invoice reminder wording for before the due date, on the due date, and when a payment needs attention.
Client handover email template
A client handover message for packaging delivery, links, access, ownership, support boundaries, and a polished final next step.
Client referral request template
A low-pressure referral request template that asks at the right moment, gives clients useful language, and protects the relationship.
Agency pricing review worksheet
A pricing review worksheet for checking service cost, delivery effort, margin, positioning, and the assumptions behind a sustainable price.
Service packaging canvas
A canvas for turning a loose collection of services into a clearer offer with an audience, problem, outcome, scope, proof, and price logic.
Offer positioning worksheet
A positioning worksheet for making a client-service offer more specific about who it is for, what changes, and why it is worth choosing.
Client journey map worksheet
A journey-mapping worksheet for seeing every stage of the client experience, the questions clients ask, ownership, friction, and moments that build trust.
Workflow maturity assessment
A self-assessment for identifying whether client workflows are improvised, repeatable, visible, measured, or ready to improve.
Automation opportunity audit
An audit for finding repeatable, low-risk operational work that can be automated while keeping a person responsible for client-facing decisions.
Quarterly agency planning pack
A quarterly planning pack for turning business goals, capacity, client commitments, financial needs, and operational improvements into a focused plan.
Sales pipeline review template
A structured weekly pipeline review for checking opportunity quality, deal movement, risks, follow-up ownership, and forecast confidence.
Client data access matrix
A practical matrix for recording who needs access to client systems, why they need it, the access level, the owner, and the next review date.
AI use policy starter
A starter worksheet for setting clear internal expectations around approved AI uses, human review, client data, attribution, and escalation.
Team onboarding 30-60-90 plan
A 30-60-90-day plan for helping a new teammate understand the work, build confidence, form relationships, and take on responsibility gradually.
Project retrospective template
A blameless retrospective structure for learning from delivery, client communication, scope, quality, and the next process improvement.
Business continuity checklist
A practical continuity checklist for protecting client work when a key person, vendor, system, or workspace is unexpectedly unavailable.
Client issue response plan
A response-plan worksheet for handling a client issue with ownership, facts, communication, corrective action, and a documented follow-up.
Stakeholder map template
A mapping worksheet for identifying the people who influence a client project, their role, interests, concerns, decision power, and communication needs.
Client discovery workshop agenda
A workshop agenda for bringing the right people together to clarify the business problem, audience, constraints, decisions, and first practical priorities.
KPI definition worksheet
A worksheet for turning a broad goal into a useful measurement plan with a defined metric, owner, source, baseline, target, review rhythm, and decision it supports.
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Start with a problem, template, or field guide
Find a practical answer, use a working template, then connect the result to the wider client workflow.
Explore the libraryTools, research, and product evidence
Use practical calculators, transparent research, verified customer evidence, and current product references.
Free client-work calculatorsEstimate profitability, rates, capacity, retainer pricing, invoice delay, and photography package pricing.→Client-work researchSee published methodologies and participate in agency, photography, and invoice-delay research.→Verified customer case studiesRead the evidence standard and participate in a permissioned customer story.→Product capability matrixReview what Stelaah is designed to own and where specialist tools remain appropriate.→Product updatesFollow verified customer-visible capability and documentation updates.→Comparison methodologySee how competitor facts, fit analysis, review dates, and corrections are handled.→Migration centerMap records, run controlled samples, reconcile active work, and preserve a rollback path.→Business software guidesChoose client work, CRM and project management, portal, agency, approval, invoice, and resource planning software by the workflow it must support.→Client work management definitionUnderstand the connected operating discipline from relationship and promise through delivery and finance.→Creative operations glossaryUse stable definitions for briefs, intake, capacity, review, approval, scope, delivery, and project economics.→