New client onboarding checklist template

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.