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.