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New client onboarding checklist template

Make onboarding a new client a breeze. Use our new client onboarding template to give every new client the VIP treatment — and a great first impression.

Try our client onboarding template
New client onboarding checklist template

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

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.

Try our client onboarding template

Deliver a better client onboarding experience with our template

Start using our new client onboarding template for better client relationships from day one.

Try our client onboarding template

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