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Client readiness checklist

Score whether the client is ready to collaborate before you start delivery: approver, assets, timeline, budget, and feedback channel.

Readiness score

0%

  • • Gap: Designated approver is named
  • • Gap: Brand assets / inputs delivered
  • • Gap: Timeline and review SLA agreed
  • • Gap: Budget and payment triggers clear
  • • Gap: Feedback channel agreed (not endless email CC)
  • • Gap: Written scope / deliverables list exists

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Why readiness beats hope

Most delivery pain starts before design: no approver, missing assets, fuzzy budget. Close the gaps before the clock starts.

Then lock the first approval

Once the client is ready, run review on the asset and create your first Approval Lock™ in Zlaip. The accountability moment that opens payment gates.

Common questions

Is 100% required?
No, but gaps become schedule risk. Fix high-weight items first.
Can agencies use this?
Yes. Use it per workstream or brand before staffing the full team.
What if the client is not ready?
Send the gap list and pause kickoff. Starting anyway usually creates unpaid revisions.
Next tool?
Run the agreement health check, then protect the project in Zlaip.

Ready for live accountability?

Create a Simple project in minutes. Set boundaries, review requests, and lock approvals without building an agency workspace first.

Client Readiness Checklist | Zlaip