Checklist 13: Client Communication

This checklist ensures the creator maintains clear, professional, and consistent communication with clients, collaborators, and partners.

Communication Channels

Define primary communication platforms (email, Discord, Slack, etc.).
Set expectations for response times.
Document escalation channels for urgent issues.
Ensure all channels are branded and organized.
Set up automated or templated responses where appropriate.

Client Onboarding

Create a standardized onboarding message or packet.
Define required information from new clients.
Document onboarding steps and timeline.
Set expectations for deliverables and communication cadence.
Provide access to shared folders or dashboards.

Ongoing Communication

Define weekly or monthly check‑in routines.
Document update formats (written, video, call).
Set expectations for feedback cycles.
Track all client requests and revisions.
Ensure communication tone matches brand professionalism.

Conflict Resolution

Document steps for handling misunderstandings or disputes.
Define boundaries for scope creep.
Prepare templates for difficult conversations.
Set escalation paths for unresolved issues.
Review conflict cases quarterly to improve processes.

Client Offboarding

Create an offboarding checklist and message template.
Deliver final assets and documentation.
Request testimonials or feedback.
Archive project files and communication logs.
Document lessons learned for future clients.

Final Deliverables

Client Communication Handbook.
Onboarding & Offboarding Templates.
Conflict Resolution Framework.
Client Communication Cadence Guide.

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