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Client onboarding checklist for marketing projects

What to collect in week one so website and content work does not stall.

May 6, 2025 KN Tech Works
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Client onboarding checklist for marketing projects

Good onboarding creates fast momentum. What to collect in week one so website and content work does not stall. At KN Tech Works, we help local businesses turn online attention into WhatsApp enquiries, calls, and bookings — with websites, Google Business setup, content, and Meta ads done for you.

Collect

Logo, colours, photos, offers, access, FAQs, competitor refs.

Align

Goals, KPIs, communication channel, approval SLA.

Action checklist

  • Shared drive
  • Kickoff call
  • RACI clarity

Pro tips

  • KN Tech Works uses a short checklist so clients spend minutes, not weeks

Want help implementing this?

If you want this handled for your business, request a free audit or get a clear quote. We reply within 24 hours — usually faster on WhatsApp. Explore our done-for-you offer if you want website + content + ads in one package.

Want us to handle this for your business?

Free audit or a clear quote — we reply within 24 hours.