Agency & client work checklist templates

A client onboarding checklist for agencies: contract, access, kickoff prep, communication rules and first deliverables, so every new client starts the same way.

25 itemsper new client

An SEO audit checklist covering crawlability, indexing, technical SEO, on-page content, links and reporting. Run it for a new client or every quarter.

26 itemsquarterly

A practical WCAG 2.2 checklist: keyboard, focus, contrast, forms, media and screen reader checks. Run it before each release or as a periodic review.

28 itemsper releaseCI

A website launch checklist for agencies and web teams: content, SEO, redirects, forms, tracking, DNS cutover and post-launch checks for a clean go-live.

28 itemsper website launchCI

A monthly WordPress maintenance checklist: backups, core and plugin updates, security, performance, forms and a short client report. Schedule it per site.

21 itemsmonthly

A client offboarding checklist for agencies: notice, final invoice, data and account handover, access removal and a professional exit when a client leaves.

20 itemsper client exit

A project closeout checklist for agencies and teams: sign-off, final invoice, handover, access cleanup, archive and retrospective, so projects end cleanly.

21 itemsper project

A project kickoff checklist with a client kickoff agenda: prep, goals, scope, roles, timeline, risks and follow-up, so every project starts aligned.

23 itemsper project

A website migration checklist that protects SEO: URL inventory, redirect map, staging checks, cutover and post-launch monitoring for platform or domain moves.

23 itemsper migration

A design handoff checklist for designers and developers: Figma file prep, states, responsive specs, assets, copy and a walkthrough before development begins.

23 itemsper feature or page handoff

A domain transfer checklist: export DNS, unlock, get the auth code, transfer to the new registrar and verify email and website still work without downtime.

21 itemsper domain transfer

A client reporting checklist for agencies: collect data, check tracking, explain results, recommend next steps and send the monthly marketing report on time.

19 itemsmonthly

A website handover checklist for agencies: accounts, ownership, documentation, training and support terms when you hand a finished site to the client.

20 itemsper website handover