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Client onboarding checklist for web designers

Web design projects stall when clients dribble in assets over weeks. A clear onboarding checklist gets you the content, logins and brand files before you open your editor — so the project starts on time and your first invoice isn't delayed.

1. Company name, website and main contact person
2. Logo files (SVG or high-res PNG)
3. Brand guidelines: colors, fonts, tone of voice
4. Current website URL and hosting / domain access
5. CMS or admin logins (if redesign)
6. Sitemap or list of required pages
7. Text content for each page (or who writes it)
8. Photos, videos and other media assets
9. 3–5 websites you like (and why)
10. Main goal of the site: leads, sales, portfolio, info
11. Target audience description
12. Required features: forms, blog, shop, booking, multilingual
13. Legal pages needed: privacy policy, terms, imprint
14. Google Analytics / Search Console access (if any)
15. Deadline and launch date
16. Budget range and payment schedule
17. Who approves the work and how fast they respond

Tips from the field

• Send the checklist the same day the proposal is signed — momentum matters.
• Ask for hosting and domain logins early; they're the most common delay.
• One link beats five email threads: clients finish checklists they can see.