Agency website client onboarding template

• Client legal and brand information
• Primary contacts and approvers
• Website and environment inventory
• Ownership and vendor access
• Business purpose and conversions
• Current services and obligations
• Authorized assessment scope
• Known incidents and unresolved work
• Reporting and communication preferences
• Billing and support terms
• Data handling and retention
• First baseline and 90-day priorities

Use the accessible HTML version as the source structure. A production implementation can add PDF, DOCX, spreadsheet, project-system, or API versions without removing the public explanation.

Customize the fields to the project, preserve authorization and security requirements, and assign an owner for updates.

1. 01

   Name the record

   Identify the website, project, client, owner, and purpose of the agency website client onboarding.

2. 02

   Complete facts before conclusions

   Capture website inventory, ownership, environments, vendors, dependencies, maintenance history, incidents, findings, work, approvals, and verification before writing recommendations or commitments.

3. 03

   Separate required and optional fields

   Preserve the minimum operating record while allowing specialists to add discipline-specific evidence.

4. 04

   Review and approve

   Record who reviewed the document, what was accepted, what remains open, and the effective date.

5. 05

   Maintain the record

   Update the template when the website, scope, evidence, owner, or decision changes.

• Every decision has an owner and date.
• Every material claim is supported by a source, observation, or explicit assumption.
• Every task has scope, acceptance criteria, status, and verification evidence.
• The completed record avoids treating recurring operational problems as unrelated one-time tasks.