Client Onboarding & Success Checklist

1. Client Onboarding

• Send onboarding form.
• Complete GoHighLevel (GHL) phone verification using the client’s driver’s license.
• Set up automated daily reminders until the onboarding form is completed.

2. Internal Kickoff

• Hold an internal kickoff meeting/call/text session.
• Review project scope and goals.
• Confirm task assignments.
• Set project due dates.
• Ensure the team is aligned on expectations and deliverables.

3. Client Review & Account Handoff (2 Weeks After First Payment)

• Schedule the first client review meeting.
• Present the SEO strategy and roadmap.
• Review the first website draft (if applicable).
• Gather client feedback and confirm next steps.
• Introduce the client to their Account Manager.
• Hold an internal handoff meeting to review project status, priorities, and upcoming milestones.

4. Ongoing Client Management

• Set up recurring monthly tasks.
• Establish the client communication schedule.
• Continue regular SEO, website, and marketing updates.

5. Annual Review

• Conduct a comprehensive year-end review.
• Present the annual SEO performance report.
• Present the website performance report.
• Review progress toward the client’s goals.
• Discuss recommendations for the coming year.
• Encourage contract renewal and continued growth.