Templates
Customer Success
New Client Onboarding Template
πŸ“‹

New Client Onboarding Template

Our New Client Onboarding Template provides a comprehensive, systematic approach to welcoming, introducing, and integrating new clients in a seamless and efficient manner.
1
Gather initial client information
2
Data entry of client's details into the system
3
Send introductory email to the client
4
Set up a primary contact point with the client
5
Set up client's account
6
Approval: Client's Account setup
7
Plan and schedule onboarding sessions
8
Prepare onboarding package
9
Send welcome kit to the client
10
Establish communication preferences with the client
11
Introduce client to the team
12
Provide access to necessary systems
13
Learn and document client's objectives and expectations
14
Prepare a roadmap for the project
15
Approval: Project Roadmap
16
Continuous communication with the client
17
Arrange first service delivery
18
Client training for the systems
19
Follow-up on client’s first experience
20
Review client feedback