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New client kickoff checklist

When you add a customer, prepares a kickoff document, a project and a starter task list. Each change waits for your approval.

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What it does

  • A kickoff document on the customer's page
  • A project for the client, ready to link to your project tool
  • Starter tasks proposed on the Board for your team

Who it is for

Agencies that start every new client with the same kickoff steps.

Example outputFictional workspace

Kickoff for Gamma Studio, waiting for your approval

Document

  • Kickoff notes: goals, contacts, access to collect

Project

  • Gamma Studio website

Starter tasks

  • Book the kickoff call
  • Collect brand assets

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