LeverageAI / Practical worksheets
Client onboarding checklist
Prepare the information, responsibilities and first action for a new client.
- The agreement and the first useful result
- Information, access and named responsibilities
- A completed content-service example
A free worksheet from ailevrg.com/guides/client-onboarding-checklist
Your answers stay in this tab. Save an editable copy before you leave.
Use the parts that matter to this service. Keep the checklist short for a small job and add detail where missing information could change the work.
See the example ↓Worked example · Invented for this guide
Starting a content service
Invented teaching example. No client outcome is claimed.
First result
A draft for an agreed audience using the client’s current business context.
Known context
An existing brief describes the audience and tone.
The client confirms which business details have changed.
Responsibilities
The delivery owner checks the brief.
A named client contact approves the draft through the agreed route.
Open issue
A proposed customer example is not yet approved for use.
The first draft uses another approved example while that decision is resolved.
Start
The delivery owner begins once the current brief and approval route are confirmed.