# ClientOS Studio Client Onboarding Packet

Use this checklist after a prospect agrees to scope a project. The goal is to collect the minimum real-world context needed to build quickly without taking ownership away from the client.

## Business Basics

- Legal business name.
- Public business name.
- Primary contact and backup contact.
- Billing contact.
- Current website URL, if any.
- Domain registrar login owner.
- Existing hosting provider, if any.
- Existing email provider.
- Logo, brand colors, fonts, and image assets.
- Social profiles and review profiles.

## Offer And Audience

- Main service or product to sell.
- Best customer type.
- Highest-value service line.
- Current lead source.
- Top three customer questions before buying.
- Top three reasons customers hesitate.
- Primary call to action: call, book, quote, buy, apply, register, or message.

## Website Content

- Approved business description.
- Service list.
- Pricing or quote policy.
- Locations served.
- Team bios, if relevant.
- Testimonials, reviews, certifications, and licenses.
- Photos, videos, or portfolio examples.
- FAQ answers.
- Privacy policy and terms links, if needed.

## Workflow Requirements

- What happens after a customer submits a lead.
- Who should receive notifications.
- CRM, spreadsheet, or inbox destination.
- Booking, payment, quote, or document collection requirements.
- Customer status updates needed.
- Admin users and access levels.
- Reporting needs.

## Account Ownership

Default: the client owns the domain, critical business accounts, and production app store accounts. ClientOS Studio is invited with the access needed to build and operate the project.

- Domain registrar access confirmed.
- DNS provider selected.
- Analytics account selected.
- Payment processor selected, if needed.
- Booking or CRM account selected, if needed.
- Apple Developer account created for production mobile apps.
- Google Play Console account created for production mobile apps.
- Cloud hosting ownership model selected: studio-managed or client-owned cloud.

## Launch Approval

- Scope approved.
- Payment schedule approved.
- Content owner assigned.
- Final pre-launch review date selected.
- Client approval contact named.
- Post-launch support plan selected.

## ClientOS Studio Deliverables

- Project scope and launch plan.
- Design direction.
- Website, app, portal, automation, or workflow build.
- Mobile store submission support when included.
- Managed cloud deployment.
- DNS and SSL setup.
- Basic analytics.
- Handoff notes.
- Care plan onboarding when selected.