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. This template makes things easy and seamless so you can 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.

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