Client Onboarding Checklist
Client onboarding determines relationship lifetime value. This Client Onboarding Checklist transforms awkward handoffs into smooth journeys that create raving fans from day one. Cover every touchpoint, set clear expectations, and build processes that scale without losing the personal touch. Stop losing clients to confusion and start creating predictable success.
Initial Client Contact
□ Send welcome email with introduction
□ Schedule kickoff meeting
□ Send client onboarding packet
□ Provide service agreement
□ Share project timeline
□ Introduce key team members
□ Set communication expectations
□ Explain next steps
□ Provide contact information
□ Send calendar invites
□ Share resource links
□ Confirm receipt of materials
Documentation & Agreements
□ Review and sign service contract
□ Complete client information form
□ Gather billing information
□ Set up payment terms
□ Sign NDAs if required
□ Review SLAs
□ Confirm project scope
□ Document special requirements
□ Establish success metrics
□ Set milestone dates
□ Define deliverables
□ Approve terms and conditions
Account Setup
□ Create client account in CRM
□ Set up client portal access
□ Configure billing system
□ Create project in PM tool
□ Set up communication channels
□ Establish file sharing system
□ Create client folder structure
□ Set up reporting dashboard
□ Configure notification preferences
□ Grant appropriate permissions
□ Test all access points
□ Document login credentials
Discovery & Requirements
□ Conduct needs assessment
□ Document business goals
□ Identify key stakeholders
□ Map current processes
□ Define success criteria
□ Gather brand assets
□ Review existing materials
□ Identify pain points
□ Understand target audience
□ Assess technical requirements
□ Document preferences
□ Create requirements document
Team Introduction
□ Schedule team introduction call
□ Share team member roles
□ Provide team bios
□ Explain escalation path
□ Define points of contact
□ Share communication protocols
□ Set response time expectations
□ Establish meeting cadence
□ Create contact sheet
□ Set up team channels
□ Share out-of-office protocols
□ Define emergency contacts
Project Planning
□ Create detailed project plan
□ Set project milestones
□ Define phase gates
□ Establish review cycles
□ Schedule regular check-ins
□ Set deadline expectations
□ Create task assignments
□ Define approval process
□ Document dependencies
□ Identify risks
□ Plan contingencies
□ Share project roadmap
Communication Setup
□ Establish preferred channels
□ Set meeting schedule
□ Create status report format
□ Define escalation process
□ Set response time SLAs
□ Schedule regular reviews
□ Create feedback loops
□ Establish change request process
□ Set up notification system
□ Document communication plan
□ Share emergency procedures
□ Test communication channels
Training & Education
□ Provide platform training
□ Share best practices guide
□ Conduct tool walkthrough
□ Explain processes
□ Provide documentation
□ Schedule Q&A sessions
□ Create training materials
□ Record training sessions
□ Share video tutorials
□ Provide quick reference guides
□ Set up support channels
□ Schedule follow-up training
Quality Assurance
□ Review quality standards
□ Set performance metrics
□ Establish KPIs
□ Create feedback mechanism
□ Schedule quality reviews
□ Define acceptance criteria
□ Set revision process
□ Document quality expectations
□ Create issue tracking
□ Establish resolution process
□ Plan continuous improvement
□ Schedule performance reviews
Launch Preparation
□ Confirm all setup complete
□ Test all systems
□ Verify access working
□ Review first deliverables
□ Confirm team readiness
□ Double-check requirements
□ Validate timelines
□ Approve initial work
□ Schedule launch call
□ Prepare launch materials
□ Set go-live date
□ Celebrate partnership kickoff
How the Client Onboarding Checklist works
Define your service type, client profile, and typical engagement length. Input your tech stack and team structure. The AI builds a client journey client onboarding checklist with phases, touchpoints, and success milestones. Include automated triggers, personalization points, and escalation procedures. Track time-to-value metrics and identify optimization opportunities.
Clients judge your entire service by the onboarding experience. Confusion creates churn, delays destroy trust, and poor handoffs predict project failure. This checklist creates consistent excellence that turns onboarding into competitive advantage. It’s why successful agencies have waitlists while others chase leads.
Meet the smartest dictation for auto-formatted and ready-to-send text
WriteVoice turns your voice into clean, punctuated text that works in any app. Create and ship faster without typing. Your first step was Client Onboarding Checklist; your next step is instant dictation with WriteVoice.
A blazing-fast voice dictation
Press a hotkey and talk. WriteVoice inserts accurate, formatted text into any app, no context switching
Works in any app
Press one hotkey and speak; your words appear as clean, punctuated text in Slack, Gmail, Docs, Jira, Notion, and VS Code—no context switching, just speed with writevoice
Accurate, multilingual, and smart
97%+ recognition, smart punctuation, and 99+ languages so your ideas land first try, built for teams and pros.
Private by default
Zero retention, audio and text are discarded instantly, with on-device controls so you can dictate sensitive work confidently.