Site Audit Checklist: Onboarding a New Client for Performance Monitoring

Most onboarding checklists are either too light ("run a test and send a report") or too heavy (a long enterprise worksheet no one follows). Agency teams need something in between: a practical checklist you can run repeatedly, with enough structure to avoid blind spots. This guide is built for teams onboarding client sites into ongoing performance monitoring. The goal is clear: move from "new client handover" to "monitoring is live, scoped, and actionable" without spending two weeks in setup mode. If you need the monthly review workflow after onboarding, pair this with Monthly Performance Review Template for Agency Teams . What teams usually need from a site audit checklist Most teams need three things from an onboarding checklist: A template they can copy directly. A sequence of actions in the right order. Clarity on what matters most in the first week. This article covers all three. It starts with a copy/paste checklist, then explains how to use each section so your first monitoring c