Client Onboarding Checklist and Plans [Template]

ONBOARDING CHECKLIST

• Welcome

  • Send onboarding documentation

  • Send client intake info form

• Legal

  • Send (or sign) NDA

  • Send or sign MSA or SLA contracts

  • Save contract copies for your client/project manager

• Finance

  • Add client to accounting/invoice software

  • Log agreed-upon rates

  • Sign up for client's accounting software

  • Send trial/initial invoice

• Communication

  • Add client to your chat or join their team chat

  • Set up client in your inbox

  • Schedule a kick-off call

• Project management

  • Add client (project) to your time tracker

  • Add client to your project management app

  • Create client's initial to-dos

  • Assign tasks and add due dates (known)

• File sharing

  • Create client folder in your file/document-sharing platform

  • Add client to the shared folder

ONBOARDING PLANNING TEMPLATE

Welcome

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

1. Send onboarding documents

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:

2. Send client intake info form

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.

Legal

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

3. Send (or sign) NDA

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

4. Send or sign MSA and SLA contracts

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.

Finance

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.

7. Log agreed-upon rates

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

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

9. Send trial/initial invoice

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

Communication

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.

11. Set up client in your inbox

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

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

12. Schedule a kickoff call

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.

Project management

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.

15. Create client's initial to-dos

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.

File sharing

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.

18. Add client to the shared folder

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