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Client Onboarding Agreement & Checklist
Everything we collect before a project begins, plus the client's confirmation that the information is accurate.
These templates are provided for business use and should be reviewed by qualified legal counsel before being used as final client agreements. They are not legal advice.
Business details
- Business name
- Contact person
- Phone
- Business address (if applicable)
- Website
- Domain and registrar
- Social media links
Business information
- Business description
- Services
- Pricing
- Business hours
- Booking information
Brand and media
- Logo
- Brand assets (colors, fonts, guidelines)
- Approved images
- Approved videos / footage
Strategy inputs
- Desired calls-to-action
- Target customers
- Competitors / reference websites
Access
- Required account access
Domain, hosting, analytics, review platforms, CRM
Use delegated or invited access rather than shared passwords wherever the platform supports it.
Content rights confirmation
Client confirms it has the necessary rights and permissions to provide all images, videos, logos, text, trademarks and other materials supplied to FACHEISA for use in the project.
Client approval
Client confirms that the business information, services, pricing, hours and contact details submitted above are accurate and approved for publication and for use in automated customer communication.
- Client authorized representative
- Date