SimpleMark Toolkit · Free
The Client Onboarding Checklist
Nine specific, low-cost moments that make a one-person practice feel established to a new client. Check them off as you build each one into your own process. Nothing here requires SimpleMark, and nothing you check is sent anywhere, it just stays in this browser.
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01
Contact info captured once, confirmed before work starts
One intake step, not three separate threads. Get it once, confirm it back, move on.
02
One communication channel, chosen and stated up front
Email, a shared channel, whatever fits your practice, said out loud before the project starts.
03
One brand voice and look, held everywhere
The tone in your intake form should match the tone in your invoice.
04
A standing update rhythm the client can count on
Done, in progress, next, even three lines a week, on a day the client can expect.
05
A feedback loop that's real, and capped
A scheduled point to ask for input, and a stated number of revision rounds agreed before work starts.
06
Client information living in one place, visibly
Not an inbox you'll deal with eventually. One place, updated the moment something changes.
07
Delivery held until payment clears, every time
Stated in the proposal, held without exception, even for the client who feels like a sure thing.
08
A handover package that explains itself
Files organized and named, plus a short note on what's included and how to use it.
09
A close-out built to bring the client back
A thank-you at delivery, then a separate follow-up a few weeks later mentioning referrals are welcome.
Beyond this checklist
This checklist covers client onboarding. SimpleMark covers the whole practice, client onboarding, projects, marketing, and finances, connected in one system, so running a business alone feels as straightforward as checking off this list.
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