# Client Onboarding Checklist: Assets Before Kickoff

Source: https://maito.app/workflows/collect-client-assets-before-kickoff

Maito builds a checklist of what each new client owes, assigns an owner, emails the reminders and posts what is still missing in Slack.

Every new project gets a checklist of what the client owes, who owns each item and a reminder until it arrives.

[Operations](https://maito.app/workflows/team/operations) · [Marketing agencies](https://maito.app/workflows/industry/marketing-agencies) · When something happens · Updated October 19, 2026

Works with

-   Slack
-   Email
-   [Linear](https://maito.app/workflows/tool/linear)
-   [Asana](https://maito.app/workflows/tool/asana)
-   [ClickUp](https://maito.app/workflows/tool/clickup)
-   [Jira](https://maito.app/workflows/tool/jira)
-   [Trello](https://maito.app/workflows/tool/trello)
-   Gmail
-   Microsoft 365
-   Superhuman Mail
-   Box
-   Dropbox
-   Notion

## How do you collect client assets before kickoff?

To collect client assets before kickoff, let Maito watch your task tracker. When a project is created, it emails the client contact the list of assets and access you need. It reminds them every couple of business days and posts what is missing in Slack, with an owner for each item.

## How it's done today

The project manager sends repeated emails asking for logos, copy and account access, and kickoff slips.

## What Maito does

1.  Build the checklist from the project type
2.  Ask the client contact for each item
3.  Collect files through an approved link
4.  Remind owners and report what's missing

## Example

Loop run: New project in task tracker · Initech brand refresh

**Maito** (9:30 AM):

Initech brand refresh kicks off Oct 26. 6 of 9 inputs are in.

In: logo files, brand guide, 3 competitor links, product photos, tone notes, signed brief.

Missing:  
• Ad account access. Waiting on Dwight at Initech.  
• Analytics access, same.  
• 2024 customer survey results. Nobody named an owner.

Catch: Dwight's last email on Oct 14 said he would send an invite, but the invite Tom sent for the ad account is still unaccepted. I asked for role invitations, not passwords. Source: project checklist and email thread.

**Tom** (9:41 AM):

nudge Dwight again, and ask who has the survey.

**Maito** (9:42 AM):

Done. I emailed Dwight asking him to accept the invitation by Oct 22 and to name who holds the survey. I'll post here when either arrives.

## How to set it up

When something happens Collect client assets before kickoff

Ask your agent

“When a new project is added to our task tracker, email the client contact the list of assets and access we need, remind them every 2 business days, and post what's missing in #projects.”

Connect task tracker

-   Linear
-   Asana
-   ClickUp
-   Jira
-   Trello

Connect email

-   Gmail
-   Microsoft 365
-   Superhuman Mail

Connect files

-   Google Drive
-   Box
-   Dropbox
-   Notion
-   Microsoft 365

Not connected yet? Your agent sends you a link to sign in.

## What it won't do

It can't make a client send things. It tracks and reminds, and a person decides when to escalate or delay kickoff.

## Questions

### Which tools does it use?

A task tracker such as Linear, Asana, ClickUp, Jira or Trello, plus email and your shared files, all through MCP.

### Does it ask clients for passwords?

No. It asks for access through role invitations only.

### How often does it remind them?

As you set it, such as every 2 business days, until the item arrives.

## More operations workflows

-   [Chase missing inputs Ask people for what's missing, by Slack or email, until it's in. Operations · On a schedule Works with Gmail, Microsoft 365, Airtable.](https://maito.app/workflows/chase-missing-inputs)
-   [Monday report from connected tools The weekly operating report built from the tools you already use. Operations · On a schedule Works with BigQuery, Supabase, Intercom, Pylon, Stripe, PayPal.](https://maito.app/workflows/monday-report-from-connected-tools)
-   [Turn a process into a written guide Describe how something is done and get a clean step-by-step guide. Operations · When you ask Works with Slack, Email.](https://maito.app/workflows/turn-a-process-into-a-written-guide)
-   [Keep a shared spreadsheet clean Fix formats, fill gaps and flag odd rows in a sheet everyone edits. Operations · On a schedule Works with Airtable, Microsoft 365.](https://maito.app/workflows/keep-a-shared-spreadsheet-clean)
-   [Book travel within policy Get flight and hotel options that fit the travel policy. Operations · When you ask Works with Slack, Email.](https://maito.app/workflows/book-travel-within-policy)
-   [Answer "who owns this?" Find the right person or team for any system, process or question. Operations · When you ask Works with Slack, Email.](https://maito.app/workflows/answer-who-owns-this)

[See all workflows](https://maito.app/workflows)

## Put your AI teammate to work.

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