Client Onboarding Pack Template
A multi-page onboarding pack that walks a new client through access, setup, and the first weeks of a project. Covers logins, accounts, timelines, and who to contact.
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Fernbyte × Copperleaf Onboarding pack · 1 of 4
Fernbyte
Welcome,
Copperleaf.
Thank you for trusting us with the new Copperleaf store. Over the next 14 weeks we move 82,000 products and 410,000 customers to a faster, headless storefront — without a day of downtime. This pack has everything for week one: what we need from you, how we talk, and what we will build.
Maya Chen
Maya Chen · Engagement lead
YOUR FIRST TWO WEEKS
MON 19 OCT Kickoff 90 min · goals, risks, who decides what
TUE 20 Access day Work through the checklist with Sam
WED 21 – THU 22 Discovery Merch, ops and support workshops
THU 22 First demo Store audit + speed baseline
FRI 30 Plan sign-off Sprint 1 scope and launch date
WELCOME 01 / 04
Fernbyte × Copperleaf Onboarding pack · 2 of 4
Fernbyte ACCESS CHECKLIST
Access checklist
Everything we need on Access day. Invite dev@fernbyte.dev unless a row says otherwise. Least privilege only — we will ask before we ask for more.
7 / 18
DONE · TARGET TUE 20 OCT
Code & cloud owner · IT
Git organisation Maintainer on copperleaf/store
DONE
Cloud account Deploy role in staging + prod
DONE
CI secrets Payment + ERP keys via vault
TUE
Error monitoring Member on current project
TUE
Commerce owner · Ecom
Store admin Staff account, no payouts
DONE
Payment gateway Read-only + test keys
TUE
ERP sandbox API user for product + stock sync
WED
Shipping rates Carrier account read access
WED
Design & content owner · Brand
Design files Editor on the brand team
DONE
Brand assets drive Logos, fonts, photography
DONE
CMS Editor role, all locales
TUE
Data & domains owner · Growth
Analytics property Editor, plus last 13 months of data
TUE
Tag manager Publish in staging only
TUE
DNS registrar Read now, edit for launch week
WK 13
Search console Full user on both domains
TUE
Team owner · Ops
Shared chat channel #copperleaf-fernbyte, 9 people
DONE
Calendar holds Demos, planning, steering
DONE
Password vault Shared folder, 2 admins
TUE
ACCESS CHECKLIST 02 / 04
Fernbyte × Copperleaf Onboarding pack · 3 of 4
Fernbyte COMMUNICATION PLAN
How we talk
One channel, one weekly demo, one Friday summary. No status meetings that could be a message.
| Touchpoint | When | Who | You get |
|---|---|---|---|
| Async stand-up Shared chat channel | Daily · 9:30 | Fernbyte team | Yesterday, today, blockers |
| Weekly demo Video call, recorded | Thu · 10:00 | Product owner + leads | Working software, decisions log |
| Sprint planning Every second Monday | Mon · 11:00 | Product owner | Agreed scope for 2 weeks |
| Friday summary One-page PDF | Fri · 16:00 | Everyone | Shipped, next, risks, asks |
| Steering Budget and roadmap | 1st Tue · monthly | Sponsors | Burn, forecast, change requests |
Level 1 · within 4 h Theo Grant, PM Day-to-day questions, scope, priorities
Level 2 · same day Priya Raman, tech lead Incidents, security, architecture
Level 3 · any time Maya Chen, lead Anything that feels off — tell us early
Product owner Rosa Quint Head of Ecommerce
Sponsor Ben Adeyemi COO
IT contact Kai Moreno Systems lead
Brand June Park Creative director
COMMUNICATION PLAN 03 / 04
Fernbyte × Copperleaf Onboarding pack · 4 of 4
Fernbyte TECHNICAL SPEC · v0.3
Technical spec
A headless storefront in front of the current commerce engine. The ERP stays the source of truth for stock and price.
FERNBYTE BUILDS
Shoppers web · mobile web
Storefront React · edge-rendered
CMS pages · locales
Search typo-tolerant · facets
Commerce API cart · checkout · accounts
ERP sync queue · every 5 min
| Targets | |
|---|---|
| Page speed | LCP < 2.0 s on 4G, p75 |
| Uptime | 99.95% monthly |
| Accessibility | WCAG 2.2 AA |
| Payments | Hosted fields, PCI SAQ-A |
| Peak | 3,000 orders / hour |
| Migration | |
|---|---|
| Products | 82,000 SKUs + 240k images |
| Customers | 410,000 with hashed passwords |
| Orders | 1.2 M, last 5 years |
| URLs | 31,000 redirects, tested |
| Cut-over | Week 13, zero downtime |
TECHNICAL SPEC 04 / 04
Related reading
Frequently asked questions
What is a client onboarding pack?
A client onboarding pack is the document you send a new client right after a project starts. It lists what access you need from them, the setup steps on both sides, the project timeline, and who on your team handles what. It replaces a long back-and-forth email thread.
What should a client onboarding pack include?
Include a welcome page with the project lead and timeline, an access checklist for logins and accounts, setup steps grouped by area, a sprint or week-by-week schedule, your team and their roles, and how you work together day to day. This template covers each one.
Who uses a client onboarding pack?
Agencies, developers, and consultants use an onboarding pack when a new client project kicks off. It is especially useful for technical projects where the client needs to hand over multiple logins and accounts before work can start.
Is this client onboarding pack template free?
Yes. You can customize the client onboarding pack template for free and download it as a print-ready PDF. Give the AI your project scope and access needs and it fills in each page.
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