Build a client onboarding checklist

Your onboarding checklist

Example inputs, pre-filled so you can see how it works. Replace them with your own details.

A local seo onboarding checklist with 20 items in 5 sections, for Smith Plumbing.

Before the kickoff

• Signed agreement between Lopez Marketing and Smith Plumbing with the scope written down
• First invoice sent, or payment set up as agreed
• A named contact on each side, and how quickly each replies
• Kickoff call booked

Access and accounts

• Manager access to the Google Business Profile
• Access to Google Search Console and Google Analytics, or permission to create them
• A list of the services and towns that matter most
• A baseline recorded: review count, rating, and where the business shows for its main searches

Information from the client

• The services a plumber earns the most from, and the ones to promote first
• The areas served, and any areas to avoid
• Average job value and how many extra jobs a month they could take on
• How leads reach them today (phone, form, walk-ins) and how they are recorded
• Licences, insurance and anything else that builds trust and may be shown

Goals

• One main goal in numbers the client can check, agreed in writing
• What counts as a lead, and how it will be counted
• A reporting date each month and who receives the report

First 30 days

• Audit completed and findings shared with the client
• Quick fixes done: wrong details corrected and missing basics added
• First month's plan agreed
• A check-in call booked for the end of the month

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BEFORE THE KICKOFF [ ] Signed agreement between Lopez Marketing and Smith Plumbing with the scope written down [ ] First invoice sent, or payment set up as agreed [ ] A named contact on each side, and how quickly each replies [ ] Kickoff call booked ACCESS AND ACCOUNTS [ ] Manager access to the Google Business Profile [ ] Access to Google Search Console and Google Analytics, or permission to create them [ ] A list of the services and towns that matter most [ ] A baseline recorded: review count, rating, and where the business shows for its main searches INFORMATION FROM THE CLIENT [ ] The services a plumber earns the most from, and the ones to promote first [ ] The areas served, and any areas to avoid [ ] Average job value and how many extra jobs a month they could take on [ ] How leads reach them today (phone, form, walk-ins) and how they are recorded [ ] Licences, insurance and anything else that builds trust and may be shown GOALS [ ] One main goal in numbers the client can check, agreed in writing [ ] What counts as a lead, and how it will be counted [ ] A reporting date each month and who receives the report FIRST 30 DAYS [ ] Audit completed and findings shared with the client [ ] Quick fixes done: wrong details corrected and missing basics added [ ] First month's plan agreed [ ] A check-in call booked for the end of the month

A starting list: add items for your own process and remove any that do not apply. Never ask a client to send passwords in an email; use each platform's own way of adding you as a user.