PeakKR

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Client Onboarding Checklist

Slow onboarding quietly burns the first month of every retainer. This checklist front-loads the chasing into week one so delivery starts in week two. It's the exact sequence we use — adapt the access list to your stack.

Day 1 — Kickoff & paperwork

Days 1–3 — Access collection

Days 3–7 — Baseline & setup

Days 7–14 — Strategy & first wins

Run this template instead of copying it. In PeakKR this becomes a phased project: phases unlock in order, every task has an owner and a due date, and your client watches progress on a hub link — no status meetings. One flat $100/month for the whole team.

Start free — 14 days See what's inside $100/mo

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