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Welcome and access

Welcome message, useful contacts, and tools to open for the client.

#welcome

Kickoff meeting

Objectives, responsibilities, milestones, and communication rhythm.

#scope

Resources received

Required documents, content, credentials, and brand assets.

#resources

First deliverable

An initial delivery to confirm the method and expected quality.

#production

Client approval

Consolidated feedback, recorded decisions, and approved adjustments.

#approval

Ongoing follow-up

Upcoming deadlines, metrics, and recurring meetings.

#follow-up
MagNotes templates

Client onboarding

Organize a smooth start, from initial access to the first review.

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This board includes

  • Welcome and access
  • Kickoff meeting
  • Resources received
  • First deliverable
  • Client approval
  • Ongoing follow-up