Streamline your client intake with our comprehensive Client Onboarding Checklist Template, ensuring efficient, thorough and professional service initiation.
1
Introduction Phone Call or Meeting
2
Collect Required Client Information
3
Input Client Information into CRM
4
Create a Dedicated File for Client Document Storage
5
Prepare and Send Welcome Package
6
Approval: Welcome Package
7
Outline Scope of Products/Services
8
Schedule Follow-up Meeting
9
Complete Client Profile
10
Approval: Client Profile
11
Communicate Preliminary Action Plan to Client
12
Prepare and Send Contract
13
Approval: Contract
14
Obtain Signed Contract
15
Set Up Billing Information
16
Initiate the Delivery of the Agreed Upon Services
17
Schedule Routine Communication
18
Review Client Expectations
19
Approval: Client Expectations
20
Formally Welcome Client to the Company
Introduction Phone Call or Meeting
Initiate an introduction phone call or meeting with the client to establish rapport and gather necessary information. The purpose is to make the client feel valued and understood, while also ensuring clarity on their needs and expectations. This task sets the tone for the entire client onboarding process and lays the foundation for a successful partnership.
Collect Required Client Information
Gather all necessary client information, such as contact details, company background, and any specific preferences or requirements. This information will inform future steps in the client onboarding process and help tailor the services/products to the client's specific needs.
Input Client Information into CRM
Enter the collected client information into the Customer Relationship Management (CRM) system. This will ensure the information is easily accessible and can be used for future reference and communication with the client.
1
Salesforce
2
HubSpot
3
Zoho CRM
4
Pipedrive
5
SugarCRM
Create a Dedicated File for Client Document Storage
Create a dedicated file or folder for storing all client-related documents, such as contracts, invoices, and communication records. This will help keep all the necessary documents organized and easily accessible for future reference and retrieval.
Prepare and Send Welcome Package
Prepare and send a welcome package to the client, which may include a personalized welcome letter, company brochure, product samples, or any other relevant materials. This package aims to make the client feel welcomed and appreciated, while also providing them with additional information about the company and its offerings.
Approval: Welcome Package
Will be submitted for approval:
Prepare and Send Welcome Package
Will be submitted
Outline Scope of Products/Services
Clearly define and outline the scope of the products/services that will be provided to the client. This includes specifying what is included/excluded, any limitations or restrictions, and any additional options or upgrades available. This task ensures that both the client and the company have a clear understanding of what will be delivered.
Schedule Follow-up Meeting
Schedule a follow-up meeting to discuss the progress of the client onboarding process and address any questions or concerns. This meeting allows for ongoing communication and ensures that the client's needs are being met throughout the onboarding journey.
Complete Client Profile
Complete the client profile by gathering additional details about the client, such as their industry, target audience, competitors, and goals. This information will help create a more personalized approach and enable better understanding of the client's needs and expectations.
1
Technology
2
Finance
3
Healthcare
4
Retail
5
Education
Approval: Client Profile
Will be submitted for approval:
Complete Client Profile
Will be submitted
Communicate Preliminary Action Plan to Client
Communicate the preliminary action plan to the client, outlining the steps and timeline for the onboarding process. This ensures transparency and keeps the client informed about the progress and next steps.
Prepare and Send Contract
Prepare the contract outlining the terms and conditions of the services/products being provided. This task includes creating the contract document and sending it to the client for review and signature.
Approval: Contract
Will be submitted for approval:
Prepare and Send Contract
Will be submitted
Obtain Signed Contract
Obtain the signed contract from the client, indicating their agreement to the terms and conditions outlined in the contract document. This step ensures legal compliance and confirms the client's commitment to the partnership.
Set Up Billing Information
Set up the client's billing information, including payment method, billing address, and any relevant financial details. This task ensures a smooth invoicing and payment process throughout the client's engagement.
1
Credit Card
2
Bank Transfer
3
PayPal
4
Cheque
5
Online Payment Gateway
Initiate the Delivery of the Agreed Upon Services
Initiate the delivery of the agreed upon services/products to the client. This includes any necessary setup, configuration, or customization as per the client's requirements. Timely and efficient service delivery is crucial to ensuring client satisfaction.
1
Product A
2
Product B
3
Service C
Schedule Routine Communication
Schedule routine communication with the client to ensure ongoing engagement and address any emerging issues or concerns. This helps maintain a strong client relationship and provides opportunities for feedback and improvement.
Review Client Expectations
Review the client's expectations to ensure alignment with the products/services being provided. This step allows for clarification, adjustment, or reevaluation of expectations to ensure client satisfaction and avoid any misunderstandings.
Approval: Client Expectations
Will be submitted for approval:
Review Client Expectations
Will be submitted
Formally Welcome Client to the Company
Formally welcome the client to the company by expressing appreciation for their partnership and assuring them of ongoing support and commitment. This task aims to make the client feel valued and welcomed, fostering a positive client-company relationship.
