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Checklist Templates
Create and manage standard checklists to reuse when opening a task or starting a new campaign · 6 templates
New-Client Onboarding
The don't-drop-it checklist for kicking off any new client — nothing slips through the cracks in week one.
Scope
Other
Default owner
Account Manager
Due rule
Within 5 days of signing
Default duration
5 days
Checklist items (7)
1Pull baseline keyword list
2Define target audience and personas
3Build audience segments in ad platforms
4Set up tracking (pixel, GA4, conversions)
5Collect brand assets and guidelines
6Confirm access to ad accounts and analytics
7Schedule kickoff call and share notes
Required documents
Signed contractBrand guidelinesAccess credentials (ad accounts, analytics, CMS)