How to Set Up a New Client

Duplicate this checklist into the client-specific Notion page.

Create client Notion page

Offer as much free advice (not free work) as is necessary before closing the contract

Create Loom video explaining contract

Make sure client signs contract

Sign client NDAs (create one if they don’t have one)

Ask client for CRM access

Ask client for access to their repository of information

Move client information to their notion page

Build or obtain pitch deck

Build or obtain one-pager

Build or obtain a donor-friendly budget

Obtain their preferred brand use guidelines

Go through the