--- title: "New Client Onboarding Checklist | Liftoff Local" description: "Our 30-step client onboarding checklist: discovery call prep, access requests, platform audits, quick wins identification, and 90-day goal setting." lang: en json-ld: | [ { "@context": "https://schema.org", "@graph": [ { "@type": "Organization", "@id": "https://liftofflocal.co/#organization", "name": "Liftoff Local LLC", "alternateName": "Liftoff Local", "url": "https://liftofflocal.co", "description": "Marketing infrastructure for local businesses. Liftoff Local builds and runs the website, search presence, advertising, and Lead Management System behind an Ohio local business as one connected system.", "logo": "https://liftofflocal.co/og-image.png", "email": "hello@liftofflocal.co", "telephone": "+1-937-887-3622", "sameAs": [ "https://www.facebook.com/profile.php?id=61586439009930", "https://www.instagram.com/liftofflocal/", "https://www.tiktok.com/@liftofflocal" ] }, { "@type": [ "LocalBusiness", "ProfessionalService" ], "@id": "https://liftofflocal.co/#localbusiness", "name": "Liftoff Local", "url": "https://liftofflocal.co", "image": "https://liftofflocal.co/og-image.png", "telephone": "+1-937-887-3622", "email": "hello@liftofflocal.co", "priceRange": "$$", "address": { "@type": "PostalAddress", "addressLocality": "Bellefontaine", "addressRegion": "OH", "postalCode": "43311", "addressCountry": "US" }, "geo": { "@type": "GeoCoordinates", "latitude": 40.3612, "longitude": -83.7599 }, "openingHoursSpecification": [ { "@type": "OpeningHoursSpecification", "dayOfWeek": [ "Monday", "Tuesday", "Wednesday", "Thursday", "Friday" ], "opens": "09:00", "closes": "17:00" } ], "areaServed": [ { "@type": "City", "name": "Bellefontaine", "containedInPlace": { "@type": "State", "name": "Ohio" } }, { "@type": "City", "name": "Columbus", "containedInPlace": { "@type": "State", "name": "Ohio" } }, { "@type": "City", "name": "Dayton", "containedInPlace": { "@type": "State", "name": "Ohio" } }, { "@type": "City", "name": "Cincinnati", "containedInPlace": { "@type": "State", "name": "Ohio" } }, { "@type": "City", "name": "Springfield", "containedInPlace": { "@type": "State", "name": "Ohio" } }, { "@type": "City", "name": "Marysville", "containedInPlace": { "@type": "State", "name": "Ohio" } }, { "@type": "City", "name": "Lima", "containedInPlace": { "@type": "State", "name": "Ohio" } }, { "@type": "City", "name": "Mason", "containedInPlace": { "@type": "State", "name": "Ohio" } } ], "sameAs": [ "https://www.facebook.com/profile.php?id=61586439009930", "https://www.instagram.com/liftofflocal/", "https://www.tiktok.com/@liftofflocal" ] }, { "@type": "WebSite", "@id": "https://liftofflocal.co/#website", "url": "https://liftofflocal.co", "name": "Liftoff Local", "publisher": { "@id": "https://liftofflocal.co/#organization" } } ] }, { "@context": "https://schema.org", "@type": "DigitalDocument", "name": "New Client Onboarding Checklist", "description": "Our 30-step client onboarding checklist: discovery call prep, access requests, platform audits, quick wins identification, and 90-day goal setting.", "creator": { "@type": "Organization", "name": "Liftoff Local" } } ] --- Built in Bellefontaine • Proudly Serving Ohio [Client Portal](https://liftoffatlas.com) [![Liftoff Local](/assets/logo-dark-B-yraK70.png)](/) - The System - Solutions - Resources - Industries - Company [Pricing](/pricing)[Book a Call](/book-a-call) 1. [Home](/) 3. [Resources](/resources) 5. [Templates](/resources?tab=templates) 7. New Client Onboarding Checklist PDF 2 min # New Client Onboarding Checklist Our 30-step client onboarding checklist: discovery call prep, access requests, platform audits, quick wins identification, and 90-day goal setting. ## Download this template Fill out the form below and we'll send you the download link. Name \* Email \* Business name I agree to receive calls or SMS messages from Liftoff Local. Message and data rates may apply. Reply STOP to opt out. Send me the template By submitting this form, you agree to our [Privacy Policy](/privacy-policy) and consent to receive calls or SMS messages from Liftoff Local about your request. Message and data rates may apply. 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