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Onboarding Checklist

1. Agency Details​

  • Agency name & primary contact person
  • Contact info (email, phone, Slack/Teams/ClickUp access if used)
  • Billing details (invoice contact, currency, payment terms)

2. Project Scope

  • Confirm project type (Build / WooCommerce / Plugin / Support retainer)
  • Written brief or scope document received
  • Timeline / deadlines agreed
  • Budget / pricing agreed

3. Access & Assets

  • WordPress login (staging & production)
  • Hosting credentials (or RunCloud, WPEngine, etc.)
  • GitHub/Bitbucket repo access (if relevant)
  • Design files (Figma, XD, Sketch, PDF)
  • Brand assets (logo, typography, colour palette)
  • Content (copy, images, videos, product data)

4. Workflow & Communication

  • Define preferred project management tool (ClickUp, Trello, Asana)
  • Agree on update rhythm (e.g. weekly status, Slack pings, ClickUp updates)
  • Confirm turnaround time expectations (bug fixes, urgent requests, normal tasks)
  • Decide who approves milestones (agency PM or director)

5. Legal & Admin

  • Signed MSA or project agreement
  • NDA (if required by agency)
  • Payment schedule confirmed (deposit / milestones / retainer terms)

6. Kickoff

  • Schedule kickoff call (align team, confirm priorities)
  • Assign Code Addicts internal lead (developer/PM)
  • Create initial tasks in ClickUp
  • Confirm first deliverable & deadline