Optimize your client onboarding process with this professional checklist template.
This editable Word document is designed to help agencies, consultants, and service providers deliver a consistent and efficient onboarding experience.
Use it to organize every stage of your client intake process — from pre-onboarding steps and document collection to internal setup, kickoff meetings, and post-onboarding follow-ups. With clearly structured tasks and checkboxes, this template ensures no detail is missed.
Whether you’re onboarding new clients weekly or scaling operations, this tool brings structure, clarity, and professionalism to your workflow.
Key Features:
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Editable in Microsoft Word (.docx)
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Covers all onboarding stages from preparation to execution
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Fully customizable to fit your business needs
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Designed for agencies, freelancers, coaches, and B2B teams
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Includes legal disclaimer in the footer on every page
Start onboarding your clients with confidence and structure — download now and simplify your business process.
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