Client Onboarding Checklist
Pre-Onboarding
- Schedule a meeting with the client to introduce your company and discuss their needs and goals.
- Prepare an agenda for the meeting to ensure all relevant topics are covered.
- Take notes during the meeting to capture important details and action items.
- Send a questionnaire or survey to the client to collect basic information such as contact details and company background.
- Arrange a follow-up call or meeting to gather more specific requirements, such as project scope and timeline.
- Create a centralized document or CRM entry to store all client information for easy access.
- Identify a suitable account manager based on their expertise and availability.
- Introduce the account manager to the client and provide their contact information.
- Ensure the account manager understands the client's requirements and expectations.
Use in Manifestly