# Client onboarding checklist - source notes

Fictional practice project created by ToolFlowKit. Names, notes, and arrangements are teaching material.

## N01 | Kickoff notes

The agreed deliverable is a one-page client onboarding checklist.

## N02 | Team message

Maya will draft the checklist. No draft due date has been agreed.

## N03 | Kickoff notes

The first version will cover account setup and the support contact.

## N04 | Team message

Could we add a short welcome video?

## N05 | Follow-up notes

We still need to ask who approves the final version.

## N06 | Meeting notes

The review meeting is penciled in for next Tuesday, but it is not confirmed.

## N07 | Team message

There might be a legal review requirement. Check with the client.

## N08 | Client message

The client approved using the current brand template.

## N09 | Team message

Omar will collect screenshots after account access is available.

## N10 | Status note

Account access for the screenshots has not been confirmed.