Client Onboarding Checklist for Development Agencies: Start Projects Right

 


Poor onboarding wastes 4 hours/week for dev agencies, scattering data and eroding trust. LinkedIn notes, “Bad starts kill projects.” A client onboarding checklist for development agencies ensures seamless starts, saving $10,000+/year. Here’s your checklist, powered by PaperFlow.

Checklist

  1. Define project scope (e.g., features, goals).
  2. Collect tech specs (e.g., stack, APIs).
  3. Request designs/wireframes.
  4. Confirm timeline and budget.
  5. Set communication protocols.
  6. Securely store briefs (PaperFlow’s cloud).
  7. Automate reminders (PaperFlow’s automation).
  8. Track revisions (PaperFlow’s tracker).

Why It Works

PaperFlow’s forms and automation streamline onboarding. A mobile app agency used this checklist, saving 3 hours on a fitness app.

How to Use It

Download PaperFlow’s checklist, customize forms, and send secure links to clients.

Why It Matters

Efficient onboarding saves 200+ hours/year, projecting professionalism.

Try PaperFlow

PaperFlow’s automation is agency-friendly:

  • Free Trial: 30 days, no credit card needed.
  • Quick Setup: Start in 5 minutes.
  • Secure: Encrypted storage.

Onboard Seamlessly

Use this checklist with PaperFlow to kickstart projects.

Start Your Free Trial today.

PaperFlow. Documents, sorted.

Contact support@paperflow.com.

Popular Posts