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> Client onboarding checklist
Client onboarding checklist
Section 1: Pre-Onboarding
Gather necessary client information (name, contact details, company information, etc.)
Conduct initial client assessment and identify their needs and goals
Determine if the client meets the company's criteria for onboarding
Ensure all legal and compliance requirements are met
Prepare necessary documentation and contracts for the onboarding process
Assign a dedicated team or account manager to the client
Section 2: Documentation and Paperwork
Provide the client with necessary forms and agreements to be filled out and signed
Review and verify the completed forms and agreements for accuracy
Collect any additional required documents (identification, financial statements, etc.)
Organize and store all client documentation securely
Section 3: Account Setup
Create or update client account in the company's system
Configure and customize the account based on client requirements
Set up access credentials and permissions for the client's team members
Integrate necessary software or tools with the client's account
Section 4: Orientation and Training
Schedule an orientation meeting to introduce the client to the company's processes, services, and team members
Provide training on how to use the company's platform or software
Educate the client on any specific terms, policies, or procedures they need to be aware of
Address any questions or concerns the client may have
Section 5: Communication and Follow-up
Establish regular communication channels and frequency with the client
Discuss and document the client's expectations and desired outcomes
Set up regular check-in meetings to review progress and address any issues or concerns
Provide ongoing support and assistance to the client as needed
Section 6: Post-Onboarding Evaluation
Conduct a post-onboarding evaluation to assess the client's satisfaction and identify areas for improvement
Collect feedback from the client regarding their onboarding experience
Make necessary adjustments or enhancements to the onboarding process based on feedback received
Document lessons learned and update the onboarding checklist accordingly
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