Step 1 — Business Review & Strategy Call

ONBOARDING CHECKLIST

( Required Before Kick-Off Call )

Project Onboarding Checklist

Estimated time: 7–10 minutes

Primary Contacts

Name

Email

Secondary contact (optional)

Secondary contact Name

Secondary Contact Email

Final Decision-maker

Final Decision-maker Name

Final Decision-maker Role

Preferred Communication Channel Other (please specify)

Approval style

Async (review + approve)

Live discussion required

Trusted by entrepreneurs and businesses across Canada, USA, and internationally.

ONBOARDING - Website / Hosting

ONBOARDING - CRM or Automation Platform

ONBOARDING - Analytics (GA, GSC)

ONBOARDING - Advertising Platforms

ONBOARDING - Social Media

ONBOARDING - Other Systems

ONBOARDING - Preferred access approach

Delegated / user access (recommended)

Staff account

Coordinate securely after kickoff

ONBOARDING - Constraints or policies we should be aware of (optional)

Trusted by entrepreneurs and businesses across Canada, USA, and internationally.

ONBOARDING - Legal business name

ONBOARDING - Website(s)

ONBOARDING - Core products / services (1–2 short lines)

ONBOARDING - Team structure (high-level)

Founder-led

Small team

Department heads

Other

Trusted by entrepreneurs and businesses across Canada, USA, and internationally.

ONBOARDING - Upcoming dates or milestones we should plan around

ONBOARDING - Dependencies

ONBOARDING - Non-negotiables

Trusted by entrepreneurs and businesses across Canada, USA, and internationally.

I confirm the above information is accurate to the best of my knowledge.

Trusted by entrepreneurs and businesses across Canada, USA, and internationally.

Trusted by entrepreneurs and businesses across Canada, USA, and internationally.

Step 1 — Business Review & Strategy Call

ONBOARDING CHECKLIST

( Required Before Kick-Off Call )

Project Onboarding Checklist

Estimated time: 7–10 minutes

Primary Contacts

Secondary contact (optional)

Final Decision-maker

© 2025 Prime Pillars Management Corp. • Privacy Policy