Client onboarding checklist: what to collect before starting
List the materials and access you need, name who will supply them, and separate start-day essentials from items that can wait. Includes a downloadable checklist.
Open the solution →A problem in a small team’s work
Work is waiting for client materials.
The client says everything was sent, but a teammate cannot find the photos or open the folder. Separate receipt, access and actual acceptance of the material.
Why address it
Unclear requirements cause repeated requests and incomplete starts. A folder link is insufficient if the delivery owner cannot open it or it contains the wrong version.
How big is the problem in your team?
For one project, record each requested item, dependent step, actual receipt and access check. Count blocked steps and elapsed waits. Do not add overlapping waits as extra labor.
This is a recommended measurement approach, not an estimate of an average business loss. We have no verified market benchmark for this specific problem. Your baseline lets you compare the change later.
Choose what needs to change
How to send a daily reminder of work awaiting review
Send one teammate a summary of pending work from a Google Sheets queue. Includes a script, dry-run mode and failure checks.
Open the solution →How to prepare an AI agent to check client materials
Compare required materials with their verified status and prepare one specific request for missing items.
Open the solution →Procedures for specific obstacles
Hand over client files and access so your team can start work
A link in an email does not mean your teammate can open the file. Set up separate Google Drive folders and check the handover using the recipient’s work account.
Open the procedure →Build a shared work tracker people can update without breaking its formulas
Your team has a spreadsheet, but one person writes “waiting,” another writes “pending,” and a third overwrites the formula that totals the open work.
Open the procedure →Recover an overwritten spreadsheet without losing today's good entries
Restoring yesterday's spreadsheet can bring back a damaged value and remove today's valid work at the same time.
Open the procedure →Collect complete client materials with one clear request
Request usable materials and follow up only on missing items. Includes a register and request wording.
Open the procedure →One process, different kinds of help
- 1
A person checks the input
- 2
Automation reminds the reviewer
- 3
The agent prepares a draft
- 4
The responsible person decides