For agencies & professional services
Every new client shouldn’t restart from a blank email thread.
Capture client onboarding, kickoffs, delivery handoffs, and freelancer briefs so your team — and your clients — follow the same clear steps every engagement.
New Client Onboarding
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Send intake questionnaire
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Collect brand assets & access Notes
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Schedule kickoff & confirm attendees
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Set up project workspace
A reusable path from inquiry to kickoff to handoff.
Teams start the same onboarding process. Clients complete questionnaires from a guest link. Leads see what finished across engagements.
- New client onboarding covers the same milestones.
- Kickoffs include access, goals, and stakeholders.
- Delivery handoffs are documented.
- Freelancers get clear guest briefs.
- Completion is visible to account leads.
Agency team running a new client onboarding checklist
Intake quality depends on who sold the work.
Questionnaires live in old docs. Kickoffs miss access requests. Freelancers get partial briefs. Clients wait while someone rebuilds the onboarding list from memory.
- Client intake differs by account lead.
- Kickoffs miss tools access and stakeholders.
- Delivery handoffs are informal.
- Freelancer briefs restart each time.
- Status lives in Slack and email.
Turn your agency’s way of working into runnable processes.
Build checklists for onboarding and delivery. Start them when a client or project begins. Share guest links so clients and freelancers can complete their part.
Guest completion
Your process shouldn’t require a software rollout.
Share a link with the person who needs to complete the work. On Pro plans, they can run and submit it — substitutes, contractors, volunteers, and vendors included.
Shared process link
/g/agencies-process
Opened → completed → visible to the owner
Processes
Work agencies teams run again and again
New client onboarding
Questionnaire, contracts, access, and kickoff milestones.
Project kickoff
Goals, timeline, stakeholders, and tool access in one list.
Creative / delivery handoff
Assets, approvals, and launch checkpoints.
Freelancer brief
Guest-friendly scope and deliverable steps.
Monthly retainer review
Recurring check-in and reporting prep.
New team member onboarding
Tools, clients, and first-week milestones.
See it the way your team will use it
Tasks, notes, and progress — the same process your team will run.
New Client Onboarding
-
Send intake questionnaire
-
Collect brand assets & access Notes
-
Schedule kickoff & confirm attendees
-
Set up project workspace
Templates
Don’t start from scratch
Only linking to templates and categories that exist in the public library.
Across roles in agencies
Account leads
See which onboardings and kickoffs are complete.
Project managers
Run the same kickoff and handoff sequences every job.
Creatives & specialists
Follow clear delivery checklists without chasing context.
Clients & freelancers
Complete guest links for their part of the work.
Simple to start
Start with a checklist.
Build an operating system over time.
Start free with a checklist or a template. Upgrade when a school, care team, or crew needs guest links, unlimited checklists, or shared assignment.
Free
Enough to capture processes and build the habit.
- Up to 2 checklists
- Personal checklists to get organized
- No credit card to begin
Pro
For recurring processes and guest completion links.
- Unlimited checklists
- Guest process links
- Personalization, embeds, and PDF export
- Reminders
Put the way agencies works into Checkli.
Create the process once. Share it with the people responsible. Know when it gets done.