If you want your business to grow and scale up, then the retention and consolidation of your leads is something you should aim for.

To fulfill these set objectives, an organization must be quite persuasive and quick at offering responses to client queries and problems. But to ensure that every issue related to your clients is properly addressed, you need systematic supervision and execution of this client onboarding process.

This free new client onboarding checklist template for Google Docs is easily editable and works as an essential tool for securing the best deals and contracts with your clients and strengthening your bond with them.

This template also facilitates the proper dissemination of the whole process between your team members and thereby enables you to conduct successful meetings with your clients.

Let’s dig into knowing the key aspects of this checklist template and explain how it can be useful in scaffolding a strong mutual relationship with your clients.

Template Highlights:

1. Pre-onboarding

• Task
  • Assign Sales Representative
  • Assign Customer Care Representative
  • Contract analysis and validation
  • Sales rep briefing
• Responsible
  • Sales Manager
  • Customer Care Manager
  • Legal Department
  • Sales Manager
• Deadline
• Notes
• Status
  • Not started
  • In progress
  • Completed
  • Blocked

2. Welcome

• Task
  • Send welcome email
  • Schedule welcome meeting/call
• Responsible
• Deadline
• Notes
• Status

3. Initiation

• Task
  • Schedule client meeting
  • Catalog client questions
  • Inquire about previous need fulfillment
  • Define client expectations
• Responsible
• Deadline
• Notes
• Status

4. Follow-up

• Task
  • Answer client questions
  • Set short-term goals
  • Set long-term goals
  • Catalog positive feedback
  • Implement staff training (if applicable)
  • Ensure client needs met
  • Review short-term goals
  • Review long-term goals
  • Assess customer usage
  • Note usage trends
• Responsible
• Deadline
• Notes
• Status

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