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Client onboarding checklist

A strong client onboarding process is a must-have if you want to make a long-lasting relationship with clients from the get-go. Having a documented process is the best solution to your onboarding woes, ensuring no step is missed when you start working with a new client. This template contains the checklist for smooth onboarding that dazzles your clients and wows your prospects. Here’s what the template includes:

A comprehensive checklist to get the admin, security, legal, and finance ducks in a row

Onboarding best practices

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Name

Email address

Phone

Company name

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© 2025 SuperOps. All rights reserved

SuperOps

About usOur philosophyFeaturesPricingMarketplaceCustomersNews roomCareersContact usAffiliateResellersTech partnersEvents

Platform

PSARMMProject ManagementIT DocumentationAIFor IT teams
Features
Asset ManagementPatch ManagementAlert ManagementPolicy ManagementIntelligent AlertingService DeskQuote ManagementAutomationClient ManagementContract ManagementNetwork MonitoringMobile appSmart TrackerScheduling

Resources

CommunityBlog - The BugleSuperPodSuperPod BytesBooksHelp CenterRoad to 1 millionTemplatesWebinarsStartups
Marketplace
SplashtopTeamviewerConnectwise ControlXeroWebrootQuickbooks OnlineQuickbooks DesktopPax8

Learn

Best RMM softwareUEM SoftwareBest Patch Management SoftwarePatch ManagerUEM VS EMM VS MDMMSP AutomationBest PSA SoftwareBest IT Ticketing ToolOpen source RMM

Compare

AteraSyncroNinjaOneDatto HaloPSAConnectwisePulsewayKaseya
SOC_LogoHIPAA_LogoISO_Logo

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Contact us: +1 628-270-9924 | +44 20 4525 2090