New Client Onboarding Checklist Template
Client onboarding determines relationship lifetime value. This New Client Onboarding Checklist Template 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.
Client Information
□ Company name: _______________
□ Primary contact: _______________
□ Email address: _______________
□ Phone number: _______________
□ Address: _______________
□ Industry: _______________
□ Company size: _______________
□ Start date: _______________
□ Account manager: _______________
□ Success manager: _______________
□ Support contact: _______________
□ Special requirements: _______________
Welcome Phase
□ Send welcome email □ Date: _______
□ Schedule kickoff call □ Date: _______
□ Send onboarding packet □ Date: _______
□ Introduce team members □ Date: _______
□ Share timeline □ Date: _______
□ Set expectations □ Date: _______
□ Provide resources □ Date: _______
□ Get initial feedback □ Date: _______
Contract & Legal
□ Service agreement signed □ Date: _______
□ Terms accepted □ Date: _______
□ NDA executed □ Date: _______
□ SLA agreed □ Date: _______
□ Payment terms set □ Date: _______
□ Billing information □ Date: _______
□ Insurance verified □ Date: _______
□ Compliance confirmed □ Date: _______
Discovery Session
□ Business goals: _______________
□ Success metrics: _______________
□ Current challenges: _______________
□ Target audience: _______________
□ Competition: _______________
□ Budget range: _______________
□ Timeline expectations: _______________
□ Decision makers: _______________
□ Approval process: _______________
□ Communication preferences: _______________
Account Configuration
□ Create client account □ ID: _______
□ Set up portal access □ URL: _______
□ Configure permissions □ Done: _______
□ Customize settings □ Done: _______
□ Brand customization □ Done: _______
□ Integration setup □ Done: _______
□ Data import □ Done: _______
□ Testing complete □ Done: _______
Team Assignment
□ Account manager: _______________
□ Project manager: _______________
□ Technical lead: _______________
□ Support contact: _______________
□ Escalation contact: _______________
□ Executive sponsor: _______________
□ Additional team: _______________
Training Plan
□ Training needs assessment □ Date: _______
□ Schedule sessions □ Dates: _______
□ Prepare materials □ Done: _______
□ Conduct training □ Done: _______
□ Record sessions □ Done: _______
□ Provide documentation □ Done: _______
□ Follow-up scheduled □ Date: _______
□ Certification planned □ Date: _______
Communication Plan
□ Regular meeting schedule: _______________
□ Status report frequency: _______________
□ Preferred channels: _______________
□ Escalation process: _______________
□ Emergency contacts: _______________
□ Out-of-hours support: _______________
□ Response time SLAs: _______________
Project Planning
□ Project scope defined □ Date: _______
□ Timeline created □ Date: _______
□ Milestones set □ Date: _______
□ Resources allocated □ Date: _______
□ Risks identified □ Date: _______
□ Success criteria □ Date: _______
□ Review schedule □ Date: _______
Success Metrics
□ KPIs defined: _______________
□ Baseline measured: _______________
□ Targets set: _______________
□ Tracking method: _______________
□ Review frequency: _______________
□ Reporting format: _______________
□ Success plan created □ Date: _______
Go-Live Checklist
□ All setup complete □ Date: _______
□ Training complete □ Date: _______
□ Data migrated □ Date: _______
□ Integrations tested □ Date: _______
□ Users activated □ Date: _______
□ Support ready □ Date: _______
□ Launch date: _______________
□ Post-launch review: _______________
Sign-Off
□ Client approval: _______________
□ Date: _______________
□ Account manager: _______________
□ Date: _______________
□ Notes: _______________
How the New Client Onboarding Checklist Template works
Define your service type, client profile, and typical engagement length. Input your tech stack and team structure. The AI builds a client journey new client onboarding checklist template 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.
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