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Templates Client Onboarding Checklist Template

Client Onboarding Checklist Template

Start off on the right foot with this customizable onboarding checklist to hold everyone accountable for deadlines.

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Onboarding new clients is a chance to show them what it will be like working with you in the long run. Make things easy and seamless with our template to start your relationship off on the right foot. Ensure nothing gets missed with scheduled dates, important notes, and (of course) a master checklist. Keep your team on track and streamline processes with automated workflows.

Drive action.

Drive action.

Keep the entire team on track so deadlines aren’t missed and clients are impressed from the start. Choose the important form fields that are right for you and the client, including date ranges, important notes/milestones, and must-do tasks to check off.

Eliminate back-and-forth.

Eliminate back-and-forth.

Cut out countless email strings and get straight to the point with a client onboarding checklist that everyone can access and keep updated in one place. Plus, get real-time notifications when updates are made, items are checked off, or the form is completed so you’re always in-the-know.

Customize to your brand.

Customize to your brand.

Create a consistent brand experience for new clients by customizing your client onboarding checklist template to your specifications. Use our selection of design and CSS tools to add your logo, match your brand colors, and adjust the form layout to meet your needs on a per-client or per-project basis.

Choose your own URL.

Choose your own URL.

Want even more control? Create a custom subdomain so clients can view a complete, branded experience. That way, links start with your company name instead of “formstack.com,” while staying short and easy to remember.

Social Proof

"If you look around, there are always going to be more ways you can use Formstack to reduce roadblocks and hurdles within your business and create a more efficient operation."

Joseph Mitton
Director of Marketing and Communications at Select Security

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