New client onboarding checklist
Every step from "yes" to the first piece of work, so nothing is missed and the client feels looked after from day one.
The first two weeks of a client relationship set the tone for the rest of it. A checklist makes sure the paperwork, the payment and the welcome all happen, every time, even when you are busy.
Tick the boxes on this page as you go (nothing is saved), or copy the list into your own project tool.
The template
Replace everything in [square brackets] with your own details.
Before work starts
Kick-off
First week
After the first month
Get this template free
Tell us who you are and the template opens straight away, along with every other free tool and template on this device. We'll email you when we add new ones.
Questions
What is client onboarding?
Everything that happens between a client saying yes and the work being under way: the agreement, the first payment, the welcome, access to what you need, and the kick-off.
Do my ticks save?
No. The checkboxes on this page are for working through the list once. Copy or print the list to keep your own version.
Can this run automatically?
Parts of it can. In startbuddi, the contact, the invoice and the project sit in one place, and you can set up automations for steps such as the welcome email.
Keep every client document in one place.
startbuddi keeps your documents next to the client, the project and the invoice, so nothing lives in a stray folder.
