Checklist · version 1
Booked-client onboarding
Booked-client onboarding with relative deadlines, concrete handoffs and a note explaining what done means for every task.
Your changes stay in this browser. Importing does not send messages, publish forms or issue a proposal.
Your current copy
Confirm signed scope and initial payment
-180 days relative to event. Match the accepted service to the live client record.
Send the welcome and decision-owner form
-179 days relative to event. Keep the next action specific and small.
Hold the kickoff meeting
-175 days relative to event. Agree communication channels and planning cadence.
Publish the first milestone plan
-170 days relative to event. Review dates with the couple before assigning work.
Review the first budget draft
-160 days relative to event. Separate commitments from estimates.
Keep working on this decision
templates
Booked-client welcome
Booked-client welcome with explicit next actions and editable placeholders. Review recipients and facts before sending.
templates
Crew onboarding questionnaire
Crew onboarding questionnaire with specific prompts that turn a conversation into decisions, responsibilities and usable planning inputs.
academy
Make the first week after booking feel clear
Booking is a moment of relief. A welcome message with twenty unprioritized tasks can immediately replace that feeling with uncertainty. Good onboarding establishes the relationship, the workspace and the next small decision.
help
Connected booking journeys
Follow pinned questionnaire, service choices, agreement, deposit and onboarding steps with retained history and explicit review.