Manifestly: A Checklist App for Teams

Send welcome letter

Send new client questionnaire

Connect on social media platforms

Create dropbox or Google folder for storing internal client documents

Create shareable folder with client

Ensure you have necessary assets of client - logo, colors, design guide

Establish billing information

Obtain primary email address for your newsletter

Obtain primary address for postal correspondence

Update CRM with client information

Assemble members of your team

Assign roles/tasks

Schedule the initial client meeting

Gather client materials

Determine attendants for both the client and firm

Plan for meeting (conference room, food, cleanliness, etc.)

Schedule the meeting

Prepare materials and coffee/snacks

Follow-up phone call next day

Schedule 2-week follow-up phone call

Free Checklist Templates for Customer Onboarding