Onboard new clients with our template
Ensure that every new client gets the VIP treatment and attention they deserve by using our new client onboarding checklist to help your team get things off to the right start.
How to use our new customer onboarding checklist
Make every new client feel like your most important client.
With our new client onboarding template, you can create tailored onboarding experiences that give you a strong foundation to work from and help new clients feel confident that your agency was the right choice. Here are 3 benefits of using an onboarding template for new clients:
Better client relationships.
Use our new client onboarding template to capture details about your client’s workflows and preferences so you can tailor how you work together.
Never miss a step.
From initial intro calls with relevant team members to regular monthly check ins, having a scheduled checklist for onboarding a new client means that you’re always one step ahead and can anticipate their needs.
Improve your efficiency.
Quickly see where each client is in the onboarding process, what’s left to be done, and which team members still have bandwidth to take on new clients — so you can keep growing your business.
Business goals template
Make your business goals a reality with Teamwork’s business goals template, and turn your organization’s mission statement into an actionable plan that helps you to achieve your business’s objectives.
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With Teamwork, you can build a custom project tracker and save it as a template to re-use in future projects. You can also map your workflow for simpler reporting and a better understanding of how work is progressing.