Client onboarding checklist template
Give every new client the same smooth start. From the signed contract to the 30-day check-in, the checklist makes onboarding repeatable for your whole team.
- 9 steps
- 2 approval steps
- Rename, reorder or remove any step
The 9 steps
- 1
Signed contract Approval
Contract and first invoice signed and filed.
- 2
Kickoff call
Meet the client team, confirm goals, contacts and timeline.
- 3
Collect access and assets
Logins, brand files and documents in one place.
- 4
Requirements workshop
Agree the detailed requirements and priorities.
- 5
Project plan approval Approval
The client approves the plan and milestones.
- 6
Setup and configuration
Set up tools, accounts and the first deliverables.
- 7
Training
Show the client team how to work with you and the tools.
- 8
Go-live
Launch the first deliverable or service.
- 9
30-day check-in
Review results and satisfaction, and adjust the plan.