Rahmi Remote/Tasks
TASK · beginner · 1-2 hours
Build a client onboarding checklist
An onboarding checklist that gets new clients active without chat ping-pong
01
Why it matters
Clients stuck in week one rarely stay. Tidy onboarding lifts retention.
02
Steps
- List the 10 things always asked of new clients
- Order stages from contract, access, kickoff, to first milestone
- Write a message template per stage
- Define active in measurable terms
- Test the checklist on 1 friend and log confusing parts
03
Expected output
Checklist plus 3 message templates
04
Checklist
- Client-fillable in 15 minutes
- Every stage has an owner
- Measurable definition of active
05
Evidence
Checklist document
06
Self review
Could a client self-serve through week one without asking anything?
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