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



Email address


Company name