Client Onboarding Checklist Template

Structured workflow covering kickoff, account setup, training, and handoff for new clients.

This free customer success checklist template includes 7 tasks organized into 3 sections. Use it to streamline your client onboarding process.

Kickoff & Discovery

  1. Send welcome packet

    Send the client a welcome email with an overview of what to expect during onboarding, key contacts, and timelines.

    • Client Contact Email (required)
    • Client Company Name (required)

  2. Schedule kickoff call

    Set up an introductory call to align on goals, timeline, and success criteria. Include all stakeholders from both sides.

    • Kickoff Call Date (required)
    • Attendees

  3. Gather client requirements

    Document the client's specific needs, integrations, workflows, and any customization requirements.

    • Requirements Summary (required)

Account Setup

  1. Create client workspace/account

    Set up the client's account, workspace, or environment based on their requirements.

    • Client Portal URL
    • Setup Completed (required) — Options: Account Created, Users Invited, Permissions Set, Branding Applied, Integrations Connected

  2. Import client data

    Import any existing data the client needs migrated into the new system. Verify data integrity after import.

    • Records Imported
    • Data integrity verified (required)

Training & Handoff

  1. Conduct training session

    Run a training session with the client's team covering key features, best practices, and common workflows.

    • Training Date (required)
    • Number of Attendees

  2. Handoff to account manager

    Transfer ownership from the onboarding team to the ongoing account manager. Share all relevant context, notes, and client preferences.

    • Account Manager (required)
    • Handoff Notes (required)