Calculate SimplyHow to use Client Onboarding Checklist & Project Brief
- Start with settings that match your own situation.
- Add records one at a time and use Edit to correct them.
- Review the summary and method, then save or export a backup.
Method and assumptions
Completion = completed tasks ÷ total tasks × 100. This kit organises a brief; it does not generate a legally reviewed contract.
Worked example
Load example uses these illustrative inputs; replace them with your own.
| Onboarding task | Completed |
|---|---|
| Agree scope and exclusions | No |
| Confirm approval contact | No |
| Agree milestones and payment schedule | No |
| Collect required project files | No |
- Listed tasks / lessons: 4
- Completed: 0
- Completion rate: 0%
Inputs and records
You can edit: Project name; Scope and deliverables; Exclusions; Communication and approval process; Onboarding task; Responsible person; Due date; Completed; Notes.
Frequently asked questions
Is this tool free?
Yes. You can use the workspace and export your results without creating an account.
Will my entries appear on another device?
No automatic synchronisation is provided. Export a JSON backup and import it into the same tool on the other device.
What happens if I clear browser data?
Saved plans may be removed. Keep a downloaded backup if you want to retain your entries.
How are the results calculated?
Completion = completed tasks ÷ total tasks × 100. This kit organises a brief; it does not generate a legally reviewed contract.