Client Onboarding checklist
Template

Why is new client onboarding checklist important to get right?

With any new customer, start off right with an optimized client onboarding checklist. Build confidence and momentum with the customer. Save time and energy.

Who has a role in a new client onboarding workflow?

People from many parts of your business need to be involved. Usually an Account Manager inherits the relationship from Sales. Project Management might also play a role, coordinating resources and tasks early in the customer relationship. Administrative tasks also need to get done. Accounting needs to get customers set up in accounting systems and IT needs to make sure customers have access to relevant systems. To meet regulatory compliance, disclosures or other supplemental notifications, paperwork, and signatures may be needed.

What issues arise if new client onboarding is not done well?

, the clients’ first experience will feel unprofessional, unorganized, and unproductive and that can ruin any client relationship before it gets off the ground. Important regulatory steps might get skipped and create future liabilities for the business. Without a strong approach to your client onboarding checklist, problems like these are far more likely. Even experts who have done the process many times may overlook key tasks due to today’s busy, distraction-filled work environments. {Avoid these issues.} Don’t let a poor first impression cause clients to doubt their decision and start thinking about your competitors.

What should be in your client onboarding checklist?

Beyond setting up your customer in the necessary accounting and IT systems, also make sure your client onboarding checklist gathers client goals, time tables, budgets, strategies, targets, and other information. Use the onboarding process opportunity to get to know your client. Schedule a time to meet and discuss key topics. Stay focused on their needs. Use a structured process to keep your team focused. Exceed your clients’ expectations. Build the foundations of new customer relationships with your new client onboarding checklist.

How to document and automate your new client onboarding checklist:

• Document and Share the Process
  Get started with the new client onboarding template. Tailor the outlined process to your needs. Add videos, images, details, roles, assignments, relative due dates, timelines, tasks, and forms to meet your needs. Generate print and PDF copies of your documented process or share it with other managers.
• Automate Workflow Processes and Checklists
  Normally client onboarding requires workers from various positions. Sales acquires the client and inputs their data. Account managers organize meetings and projects. Entire teams may be involved in those meetings and projects. Processes like this require the coordination of many people. Automated workflows and tasks helps team members move through the entire process clearly and easily. To start a new workflow from your documented process, simply click Start.
• Integrate with Other Systems
  Eliminate the slow speed, effort, and error prone nature of transferring information manually between systems. TeamworkIQ’s integration points let you exchange events and data with the most popular CRM systems and 1000’s of other software packages, apps, and online applications.
• Achieve Operational Excellence
  Save yourself, teams, and the business time and money while running ultra-efficiently. View live processes on dashboards. Analyze the details. Get reports at your convenience and notifications if issues arise. Archive everything for compliance and record keeping.
• Avoid Costly Mistakes
  Make sure each critical step gets done right and on time. When steps in the client onboarding checklist get missed, forgotten, done incorrectly, or done late the company’s risk of losing a important customer increases significantly. To avoid these risks make your onboarding process systematic, reliable, and effective.

Use TeamworkIQ’s client onboarding checklist template to assure that your first impression is a lasting one that leads to continued business, ongoing revenues, and enthusiastic referrals to new clients.