Client Onboarding Checklist Template

Use this customizable onboarding checklist to start off on the right foot and hold everyone accountable for deadlines.

Simplify your workflows

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 a customizable template that can help you start your relationship off on the right foot. Ensure nothing gets missed with scheduled dates, important notes, and a master checklist. By using your template to create automated workflows, you can keep your team on track and streamline processes.

Customize 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.

Drive action

Keep your entire team on the same page 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 and milestones, and must-do tasks to check off.

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.

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