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Oct 18, 2023
10+ Client Onboarding Checklist Templates in Google Docs | Word | Pages | PDF | Numbers | Excel
Jan 24, 2025
When the client’s experience with your company is affected, inevitably, it will also affect your business profits. If you’ve ever read about the Pareto principle or the 80-20 rule, you will be able to understand that your smart goal is to determine the inputs – which is 20% of all the causes and is most productive – and make it as your company’s priority. In this case, your outputs (revenue) rely on how much inputs (clients) you keep or generate. Hence, it has been considered in most business companies to focus their priorities on 20% of the clients that make up 80% of the company’s income. To help you do the task thoroughly, we have prepared a wide array of onboarding checklist and other business-related templates that can be of great help in onboarding your new clients effectively.
Checklist Template Bundle
10+ Client Onboarding Checklist Templates
1. Daily Checklist Template
This Daily Checklist Template helps an employer monitor the daily activities of his/her employees. It can even aid the onboarding process and manage the employees to perform their job roles better. And since the template is fully editable and 100% customizable in Google Docs, MS Word, and Pages, then there is nothing much to worry about downloading this template anytime you need it. So, grab a copy of this template now!
2. Blank Checklist Template
Use our ready-made blank checklist to register the initial details about your new client or simple customer. In Google Docs, MS Word, and Pages file formats, this Blank Checklist Template is easy to edit and quick to personalize. You only need to provide the necessary information. What are you waiting for? Download it immediately!
3. Customer Feedback Survey Template
A customer feedback survey example is part of the client onboarding process. It could help the company to assess the performance while the designated personnel are entertaining and welcoming the new clients. To better layout such survey questions, we have prepared this Customer Feedback Survey Template in Google Docs, MS Word, and Pages. You can download the template anytime, anywhere. Hurry and secure a copy now!
5 Steps to Prepare a Client Onboarding Checklist
Step 1: Collect Initial Details
Before onboarding a new client into your company, you need to make a little background check. Collect any details necessary to validate or invalidate a client in a business that you are trying to establish. With the information gathered, make sure to list them down and study if what you have collected are factual and real.
Step 2: Use a Checklist Template
To help you list down the information better, a checklist template from this article can do so much in the process. Download the appropriate tool to use and input the details to it using any of the file formats mentioned above. Make no hurry as it requires you to be accurate with every bit of the information. Take your time and register them in a template correctly.
Step 3: Designate People and Their Job Roles
After collecting the details and downloading a template, the third step requires you to assign the right employees to sample to handle your client. Pick the reliable ones, and designate their specific roles as they entertain the new client. You can make a separate checklist in accomplishing the task and describing their functions clearly and effectively.
Step 4: Create a Welcome Email
New clients usually expect an email signature from your company – often an email that will welcome them properly and professionally. So, be sure to draft one for them. You may download an email template from template.net to help you finish the task quickly and efficiently. Or, you can ask one of the assigned employees to the job for you.
Step 5: Prepare & Discuss a Plan
After you have set everything in place, it’s time to prepare a well-organized simple plan with your new client. Call all the designated people and develop a checklist form for a client. Establish rapport and let your presence be so welcoming that a client would feel free to air out his/her opinions. Allow everyone in the room to talk about anything freely and create a good impression. Remember that a good business plan is possible only if you make an excellent team to work.
4. Onboarding Checklist Template
Get to download this Onboarding Checklist Template that is made available in Google Docs, MS Word, and Pages file formats. With this template with you, developing a client onboarding checklist in pdf is not anymore a problem. The model is also made available in A4 and US letter sizes, perfect for commercial, not to mention personal, printing. Don’t just stare at your computer’s screen. Grab this template right now!
5. Free Customer Questionnaire Template
A customer questionnaire sets realistic expectations. And it also guides you to the right plan of action that you need to carry out as you onboard a new customer. If you’re looking for such a template, this Free Customer Questionnaire Template is what you need to get your hands on. You can quickly personalize the original content using Google Docs, MS Word, Pages, and Editable PDF. So, make haste and grab it right now for free!
6. Free Onboarding Checklist Template
Money is no longer a problem here because you can directly access to this Free Onboarding Checklist Template anytime without costing you a coin or two. All you have to do is click the download button and change other information to more relevant details. So, keep calm and download the template now!
7. Simple Onboarding Checklist Template
If what you are searching for is an onboarding checklist with a simple design and a layout, then this Simple Onboarding Checklist Template is what you need to download. The template is fully editable using MS Excel, MS Word, Numbers, and Apple Pages file formats. When you all these file formats on your computer or any macOS device, you can modify this template in a trouble-free manner. Never waste a good chance. Download it now!
8. Contract Terms and Provisions Checklist Template
When a new client enters in the company, you need to draft a document that details the terms and provisions using Contract Terms and Provisions Checklist Template. In MS Word and Apple Pages file formats, you’ll get to list down the necessary details you need and register them in this template efficiently and accurately. Well, nothing beats a ready-made template that provides comfort and ease. Download it now!
9. Blank Checklist Sample Template
Preparing a client onboarding checklist has never this easy due to this Blank Checklist Sample Template that you can customize in MS Excel, Numbers, MS Word, and Pages file formats. This sample checklist template saves a lot of employers from the hassles and stress of drafting an onboarding checklist from scratch. Well, it can happen to you, too. So why are you still staring at your computer’s screen? Secure a copy of this template immediately!
10. Free Onboarding Checklist Sample Form Template
https://www.winona.eduMake use of this Onboarding Checklist Form to guide you in drafting a useful client onboarding checklist. This checklist sample form from Winona State University is available in a portable document format, so there’s no problem downloading and viewing it on your personal computer. To start the process, you may download the file right there and then.
11. Free Onboarding Checklist Format
https://files.nc.govLearn from how the North Carolina Department of Public Safety formatted its onboarding checklist by securing a copy of this Onboarding Checklist Format. The template is made available in a portable document format (PDF), and much of the content in this file can be useful to you as you prepare an onboarding plan for your client. So, don’t miss the chance to download it now to know your client better!
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