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Agency template

Client onboarding

A smooth first month with a new client.

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client.example / Website redesign

Website redesign

Updated 2 hours ago

On track

Homepage designApproved

Pricing pageNeeds your review

Launch checklistIn progress

ApproveRequest changes

Kickoff, access, discovery, plan and first deliverable, with a client portal set up on day one.

28 tasks4 weeks5 phases

Phases

1Kickoff
2Access & setup
3Discovery
4Plan
5First delivery

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