Here's a generic template that you can outline and share with Scribe. 

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Get started with Scribe today to duplicate and use this template. Here's how.

This is the introductory section of the template. This can include a brief message or introduction to the onboarding process.

In this section, the task is to send any necessary onboarding documents to the new client. These can include things like company policies, procedures and other important information that the client needs to know. 

List the documents below. Then, outline the processes the user should follow to complete the task by recording step-by-step guides using Scribe. Here's how:

How to create step-by-step guides with Scribe

Scribe Co

This section is for sending a client intake form to the new client. The form can be used to gather information about the client's needs, preferences, and other important details.

This section is for managing legal agreements and contracts with the new client.

This task is to send or have the client sign a non-disclosure agreement (NDA) to protect confidential information.

This task is to send or have the client sign a master service agreement (MSA) and service level agreement (SLA) contracts.

5. Save contract copies for your client/project manager

This task is to save copies of the contracts for future reference. Note the location and date that the contract was filed. 

This section is for managing financial aspects of the new client relationship.

6. Add client to accounting/invoice software

Create a Scribe to outline each step of this process. Here's a placeholder Scribe that you can replace with your own.

8. Sign up for client's accounting software

This section is for setting up communication channels with the new client.

10. Add client to your chat or join their team chat 

This task is to add the new client to the company's chat platform or join the client's team chat using tools like Slack or Teams. 

This task is to set up a dedicated inbox for communication with the new client. 

Schedule an initial call with the new client to discuss the project and next steps. Keep in mind which stakeholders and team members should be present. 

This section is for setting up and managing the new client's project.

13. Add client (project) to your time tracker

Add the new client's project to the company's time tracking software. Create a Scribe to outline each step of this process. Here's a placeholder Scribe that you can replace with your own.

14. Add client to your project management app

Link out to the tool you use for east access. If needed, create a Scribe to outline each step of this process. Here's a placeholder Scribe that you can replace with your own.

You can outline the steps to those to-dos or create another checklist!

16. Assign tasks and add due dates (known)

List tasks here or link to your project management tool.

17. Create client folder in your file/document-sharing platform 

Create a dedicated folder for the new client on the company's drive or knowledge base

If needed, create a Scribe to outline each step of this process. Here's a placeholder Scribe that you can replace with your own.

Connect your client to the folder. If needed, here's a placeholder Scribe that you can replace with your own.

Client Onboarding Checklist and Plans [Template]