Client Onboarding for Professional Services

A client onboarding checklist gives every new customer the same strong first experience: clear expectations, accurate intake, assigned owners, and fewer missed steps. That matters whether you run an agency, law firm, SaaS company, clinic, accounting firm, MSP, brokerage, or consulting practice.

Below are 14 client onboarding checklist templates you can run in Process Street. Start with the industry template that matches your work, or use our broader client onboarding templates guide if you want a single reusable client onboarding process before choosing a vertical workflow.

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On a foggy morning at Wright Field in Dayton, Ohio on October 30, 1935, a flight competition was held for the top airplane manufacturers to win a tender from the U.S. Army Air Corps for the next-generation long-range bomber.

Boeing Corporation’s Model 299, a cutting edge aluminum-alloy plane that could fly faster, farther and carry five times as many bombs as the army had requested, was sure-fire to win. Nicknamed the “flying fortress”, historians stated this competition was held as a mere formality, with Boeing almost guaranteed to secure an order of at least sixty-five aircraft.

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Inspection checklists help teams maximize safety without turning every inspection into guesswork. They give inspectors, managers, and operators a repeatable way to check conditions, capture evidence, and assign follow-up before small issues become expensive problems.

Use this pack to choose the right inspection checklist for the job, then run it in Process Street as a workflow. Each workflow can collect structured responses, attach photos or notes, route corrective actions, and keep a record your team can review later in Reports.

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Web design is more than how something looks. A good site has to communicate clearly, load correctly, guide the visitor, collect feedback, and survive the handoff from designer to client.

These free Process Street web design process templates give you repeatable checklists for the work behind that outcome: animation, social media images, usability testing, client onboarding, UX, brand identity, headers, logos, and launch QA.

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Proposal templates work best when they help you move fast without skipping the details a buyer, funder, or reviewer needs to see.

This guide gives you 12 free proposal templates, plus practical advice for adapting each one to the client, project, grant, sponsorship, or bid you want to win.

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Design processes and checklists turn subjective creative work into a repeatable system. They help teams capture requirements, review work, collect feedback, and ship designs without relying on memory or one person’s taste.

That matters because design is still business work. A strong design process connects user research, brand standards, approvals, and delivery so the final asset is not just attractive, but useful, consistent, and ready to perform.

All businesses need a safety inspection.

And the humble safety inspector is one of the forgotten heroes of our modern age.

I know, I know, you get it all the time. People must be buying you drinks non-stop.

In the UK, for instance, there has been an 84% decrease in the number of fatal injuries by employees at work.

In 1974, Britain saw almost 700 people die at work. Now only around 100 die each year at work. That’s about 600 fewer deaths.

Map that back to 1974 and account for a fairly consistent downward trend and we can determine that about 13,500 people didn’t die thanks to improved workplace safety. And that’s just the UK!

Those lives are on you, safety inspectors.

To show our appreciation, we’re providing a whole bunch of safety inspection checklists – from the ones you expect to the ones you don’t.

In this Process Street article, we’re gonna cover:

• What is a safety inspection?
• Why use a safety inspection checklist?
• Over 40 safety inspection checklists to use today
• How to use Process Street for safety inspections

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Do you need a project proposal template?

If so, we’re happy to help!

When getting a project approved, you need to submit all pertinent information to stakeholders and then get their approval to start. This means listing the project’s background, timeframes and expenses in an easily digestible document.

Traditionally, this has been done in Microsoft Word or on paper, but by using Process Street you can generate as many proposals as you like just by running a checklist of this template and filling in the form fields. When the stakeholders sign off on the document, all they need to do is click the checkbox next to their name, and Process Street will log the activity.

Check out the project proposal template below, and when you’re done, scroll down for a breakdown of the steps and how it all works:

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Cutthroat. Ruthless. Dog-eat-dog.

No, I’m not introducing this year’s hottest action movie – I’m talking about the world of business.

Nowadays, it’s quicker and easier than ever to get a business up and running. Hell, with the emergence of low code and no-code platforms, it’s not just quick and easy but downright simple.

But only 3 out of 4 companies featured in the S&P 500 list will still be relevant – and even exist – in 2027.

With this stark realization, how do startup hopefuls and the Fortune 500 alike know if they’ve got the resources and capabilities to not only stay in the game for the long-haul, but have an overall competitive advantage?

VRIO.

I last discussed VRIO in my post What is VRIO? The 4-Step Framework for Continuous Business Success, where I laid the foundation for understanding what VRIO is, where it came from, and how to navigate the framework.

However, in this post, I’ll be taking things one step further.

I’ll recap what VRIO is (handy for those who don’t already know!), discuss the specific benefits of VRIO analysis, and even provide you with a free VRIO analysis checklist – made by us here at Process Street!

Just read through the following sections to get started:

• What is the VRIO definition?
• The benefits of using the VRIO model for business analysis
• Using Process Street’s VRIO analysis checklist
• Tips for undergoing VRIO analysis with our checklist
• Additional resources for a sustained competitive advantage

The clock’s ticking, so let’s jump in! ⏱

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Companies with a customer-centric account health scoring system enjoy a 95% increase in customer retention.

To be more customer-centric, you need an account health scorecard that takes a holistic approach to measure your health and your customers’ health. In this Process Street article, we’ll show you how to do that.

We’ve produced your ultimate workflow guide to help you create this account health scorecard. This template is free for you to use from your Process Street account (you can sign up to create your free account here). This workflow guide has been produced based on the Customer-Centric Digital Transformation report by Deloitte.

You’ll also learn the key benefits you’d expect from taking this holistic approach to measuring an account’s health, with two real-life case studies.

This article is structured as follows:

• Create an account health scorecard that measures customer and business success
• Why you need an account health scorecard
• Case studies: Applying the account health scorecard approach in real life

Let’s get started!
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