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client Onboarding
1. Pre-Onboarding Preparation
Define the client's needs and expectations
Gather necessary internal resources
Assign a dedicated onboarding manager
Here are some additional steps that could be included in the "Pre-Onboarding Preparation" section of your New Client Onboarding checklist
Conduct a preliminary assessment of the client's industry and market position
Establish key performance indicators (KPIs) for the onboarding process
Review any previous communications with the client for context
Prepare a welcome package or introductory materials for the client
Identify potential challenges or concerns based on initial discussions
Develop a timeline for the onboarding process with key milestones
Schedule internal meetings to align team members on client goals
Create a centralized document or platform for onboarding resources and information
Set up a communication plan outlining how frequently and through which channels updates will be provided to the client
Identify any necessary tools or software that will be required for the onboarding process
2. Initial Client Communication
Send a welcome email with onboarding information
Schedule an introductory meeting
Provide an overview of the onboarding process
Here are some additional steps that could be included in the "2. Initial Client Communication" section of your New Client Onboarding checklist
Confirm receipt of client information and documents
Introduce key team members who will be involved in the onboarding process
Share a brief company background and mission statement
Set expectations for communication frequency and preferred channels
Provide a timeline for the onboarding process and key milestones
Request any additional information or documents necessary for onboarding
Offer a contact person for any immediate questions or concerns
Share resources such as FAQs or a client portal link
Outline any immediate next steps for the client to take
Encourage the client to prepare any specific questions or topics they want to discuss during the introductory meeting
3. Information Gathering
Collect essential client information (contact details, business info)
Request necessary documentation (contracts, agreements)
Identify key stakeholders and decision-makers
4. Set Up Client Account
Create client profile in the system
Configure necessary tools and software access
Establish communication channels
5. Onboarding Meeting
Conduct a kickoff meeting to discuss goals and timelines
Review the onboarding process and next steps
Address any questions or concerns from the client
6. Training and Resources
Provide training sessions on products/services
Share relevant resources (user guides, FAQs)
Offer access to support channels
7. Implementation
Begin the implementation of services/products
Assign tasks and responsibilities to team members
Monitor progress and maintain communication with the client
8. Follow-Up and Feedback
Schedule a follow-up meeting to assess progress
Gather feedback on the onboarding process
Make necessary adjustments based on feedback
9. Ongoing Support
Establish a plan for ongoing support and communication
Provide regular updates and check-ins
Ensure the client knows how to reach support when needed
10. Final Review
Conduct a final review of the onboarding process
Confirm that all objectives have been met
Celebrate the successful onboarding with the client
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