Workflow Templates: Client Onboarding Checklist

Schedule and confirm the initial meeting with the client.

Prepare an agenda for the meeting.

Gather any preliminary information or research about the client.

Identify key stakeholders and decision-makers from the client's side.

Create a meeting notes template to capture key discussion points.

Draft and review the client contract or agreement.

Send the contract to the client for review and signature.

Collect any necessary legal or compliance documents from the client.

Set up a secure file-sharing system for document exchange.

Ensure all signed documents are stored and organized properly.

Develop a project plan with timelines and milestones.

Assign roles and responsibilities within the team.

Create a communication plan outlining how updates will be shared.

Schedule a kickoff meeting with the client to review the project plan.

Set up project management tools and share access with the client.

Send a summary of the kickoff meeting to the client.

Confirm receipt of all necessary documentation and agreements.

Schedule regular check-ins to monitor project progress.

Provide the client with a contact list for key team members.

Conduct an internal review to ensure all onboarding steps were completed.

Client Onboarding Checklist