Client onboarding templates
Start with a useful static checklist, then turn it into a live Kicklayer onboarding portal when you are ready.
- Branding Client Questionnaire
A branding client questionnaire for collecting business context, audience insight, visual preferences, existing assets, competitors, and approval requirements.
- Paid Media Client Onboarding Checklist
A paid media onboarding checklist for collecting ad account access, budgets, landing pages, creative assets, tracking details, and approval rules.
- SEO Client Onboarding Checklist
An SEO onboarding checklist for collecting analytics access, Search Console, CMS details, business goals, target pages, reports, and stakeholder context.
- Social Media Client Onboarding Checklist
A social media onboarding checklist for collecting brand assets, platform access, content pillars, approval rules, campaign dates, and creative requirements.
- Web Design Client Questionnaire
A web design client questionnaire for collecting business goals, audience details, website preferences, content needs, and approval expectations.
- Website Content Collection Checklist
A checklist for collecting page copy, images, logos, testimonials, service details, product information, and access from website clients.
- Website Redesign Client Onboarding Template
A practical website redesign onboarding template for collecting goals, brand assets, content, access, approvals, and launch constraints before work begins.
Turn a checklist into a client portal
Kicklayer turns static onboarding steps into a live portal with reminders, file requests, status tracking, and a clean export when everything is ready.
Create your first onboarding portal