Client Onboarding
Use this onboarding checklist to prepare decision makers, workflow notes, documents, users, launch priorities, and support expectations for your website, automation, booking, or custom software project.
Onboarding outcome
Preparation Steps
These steps help turn a consultation into a practical scope, timeline, and first-release plan.
Identify who approves scope, budget, timelines, content, user access, and final launch decisions so the project can move without confusion.
Collect the real forms, spreadsheets, reports, screenshots, and manual steps your team currently uses so the system can be designed around actual operations.
Clarify who will use the system, what each role can view or change, and which actions need approval, audit history, or restricted access.
Separate must-have features from future improvements so the first release is practical, focused, and easier for your team to adopt.
What to Prepare
These materials help reduce assumptions during planning and make it easier to estimate scope, training needs, and launch support.
Business profile and contact details
Current workflow notes, forms, and spreadsheets
Brand assets such as logo, colors, photos, and content
User list with expected roles and permissions
Sample reports, dashboards, or export formats
Existing website, domain, hosting, email, or system access details
Before Development
Use the planner, pricing guide, and roadmap together to prepare your requirements before requesting a formal proposal.
Onboarding FAQ
No. The checklist simply helps make the consultation more productive. Even partial notes, sample files, or screenshots can help clarify the next step.
Yes. If the workflow is still unclear, we can start with discovery, process mapping, and a smaller first-release plan before full development.
That is common. Existing spreadsheets, chat instructions, paper forms, and reports are useful references for designing a practical system.
Only prepare access when it is needed and share it through a secure handoff process. For initial planning, screenshots and descriptions are usually enough.
Ready to Start?
FuturePoint IT Solutions can help review your workflow, documents, users, launch priorities, and next implementation step.
