Client Name | Start Date | Stage | Assigned Lead | Deliverables | Tools Access | Welcome Email Sent | First Call | Contract Uploaded | Scorecard | Notes |
[Name] | [Date] | Inquiry / Proposal / Contract / Setup / Kickoff | [Person] | Bullet list | Notion ā
/ Slack ā
/ Drive ā
/ Analytics ā / Ads ā | ā
| ā
| [File] | [Subpage link] | [Freeform notes] |
ā£
ā£
ā£
ā£
ā£
š [Client Name] Onboarding Scorecard
Metric | Target | Status | Notes |
Welcome Pack Received | ā
| ā
| Sent via Notion |
Tools Connected | ā
| ā | Waiting on client |
Kickoff Meeting Complete | ā
| ā
| Zoom recording linked |
Client Satisfaction Score | ā„ 8/10 | - | To be collected |
ā£