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
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)
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
Gather client requirements
Document the client's specific needs, integrations, workflows, and any customization requirements.
- Requirements Summary (required)
Account Setup
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
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
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
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)