Client Onboarding Checklist

Onboard your consultation clients easily with this stunning template.

Share this Template

About this Onboarding Checklist

This Onboarding Checklist is designed to make the process of onboarding a new client easier and more efficient. It provides a list of tasks and activities from initial contact to account setup to ensure the client’s successful transition to your consultation services.

What is an Onboarding Checklist?

An onboarding checklist is a list of tasks and activities that need to be completed to successfully onboard a new client to your consulting services. It’s a great way to ensure that every part of the process is done on time and it ensures that customer experience is preserved throughout. It can include activities such as creating proposals, preparing/signing contracts and sending welcome emails. The goal is to make the onboarding process as smooth and efficient as possible, helping to minimize the fears or concerns of the new client.

When to use an Onboarding Checklist

An Onboarding Checklist should be used when starting a new consulting project with a client, especially when the scope and complexity of the project is larger and requires more detail. The checklist allows for a smooth transition to ensure the client is set up for success and prevent any issues that could arise during the onboarding process. It is also a great way to manage expectations and ensure that all tasks are completed in a timely manner.

How to use the Onboarding Checklist Template

  • Review the stages of the checklist to ensure they’re relevant for your consultancy. You may need to add, remove or edit stages to make is suitable.
  • You will want to use this Onboarding Checklist Template for every client you onboard. Many consultants create a new folder for each client and this Onboarding Checklist is one of the first documents created. As the relationship with the client develops, you can expect additional documents to be used too: SWOT Analysis documents or Competitor Analysis documents for example.

FAQ About the Client Onboarding Checklist Template

Trusted by millions, including teams at

Select customers using Craft

Discover More Templates

Take impactful to a whole new level

Always with you

Organize any time, anywhere across your entire ecosystem – on or offline

Easy to use

Just open, write and organize – no interruptions, no heavy-lifting, no steep learning curve

Works your way

Personalize to your heart’s content – you run the app, not the other way round

Powerful Features

Blocks, tables and markdown, subpages, cards and bi-directional linking – Craft is jammed with brilliant features that make styling and formatting a breeze

Get in or get out

Super-fast import and export – and easy handling of multiple file types

Offline first

Native iOS stores content on your devices, so you’ll never lose your flow

Beautiful sharing

Quickly share with your clients, across your team – or just with your BFF

You’re not alone

Probably the best app community in the world

We’re here to help

The best support team in the world. Period.