# MSP Project, Client Onboarding Checklist

Date: 2026-04-10
Purpose: internal checklist after a client says yes and pays.

## Before payment
- [ ] client asked for scope or pricing
- [ ] 7-day outline sent
- [ ] scope and pricing sheet sent
- [ ] price confirmed
- [ ] payment path shared

## After payment
- [ ] create client folder
- [ ] duplicate intake form
- [ ] send intake form
- [ ] confirm main point of contact
- [ ] confirm response time expectations

## Strategy setup
- [ ] define service to push first
- [ ] define target industry
- [ ] define target geography
- [ ] define target buyer title
- [ ] define main pain and outcome
- [ ] confirm trust signals and proof points

## Asset build
- [ ] build ICP summary
- [ ] build first prospect list
- [ ] write first-touch email
- [ ] write follow-up 1
- [ ] write follow-up 2
- [ ] build reply handling flow
- [ ] confirm booking link / booking process

## Pre-launch approval
- [ ] client approves target list
- [ ] client approves messaging
- [ ] client approves launch batch

## Launch
- [ ] first batch sent
- [ ] sends logged in tracker
- [ ] reply owner confirmed
- [ ] positive-reply process tested

## Review
- [ ] first response data reviewed
- [ ] messaging adjusted if needed
- [ ] next-step recommendation written
- [ ] decide: continue, revise, or stop

## What success looks like
- [ ] outbound engine is live
- [ ] prospect list exists
- [ ] sequence exists
- [ ] reply flow exists
- [ ] booking flow exists
- [ ] client knows next step