Client Onboarding Checklist

Create a repeatable onboarding checklist for new clients with clear ownership and timeline.

1Set service type and onboarding owner.

2List all required onboarding steps line by line.

3Copy and run the checklist for every new client.

Service typeKickoff ownerTimelineChecklist items

Onboarding runbook

Monthly advisory retainer

Owned by Client success manager

Client Onboarding Checklist
Service: Monthly advisory retainer
Owner: Client success manager
Timeline: Kickoff within 3 business days of signed agreement

Checklist:
- Confirm signed agreement
- Collect billing and tax details
- Share onboarding questionnaire
- Schedule kickoff call
- Define first 30-day milestones

Exports for this tool