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Home > this will be an onboarding checklist where I get all the client's login information

this will be an onboarding checklist where I get all the client's login information

Collect client's full name

Gather client's company name

Obtain client's contact email

Record client's phone number

Request username for each platform

Request password for each platform

Confirm if two-factor authentication is enabled

Ask for backup codes if two-factor authentication is in place

Identify platforms/services to access (e.g., website, CRM, social media)

List any additional tools or software required for access

Confirm user roles and permissions needed for each platform

Discuss security protocols for sharing sensitive information

Ensure that the client understands password management best practices

Confirm the use of a password manager, if applicable

Schedule a follow-up meeting to review access

Set reminders for password updates and reviews

Establish a communication plan for any future access changes

Confirm all collected information is securely stored

Prepare a summary document for the client to review

Ensure the client has a copy of their login information and security measures

Ask for feedback on the onboarding process

Provide contact information for ongoing support

Schedule regular check-ins to ensure continued access and support

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