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Create a clear, consistent and professional onboarding experience for every new client.
The Advisorie New Client Onboarding Checklist is a comprehensive, practical template designed to help small businesses and service providers manage the entire onboarding process, from signed agreement through to the first 30 days of the client relationship.
Rather than relying on memory, scattered notes or different processes for every client, this editable resource gives you a repeatable system you can customise to suit your business and use again and again.
What’s included:
Client Onboarding Snapshot for key client details and dates
Agreement & Payment Checklist
Client Information Checklist
Internal Set-Up Checklist
Welcome & Next Steps Checklist
Welcome email planning prompts
Kick-Off Meeting Checklist and notes
Systems & Access Checklist
Delivery Readiness Checklist
Communication & Boundaries planner
First 30 Days Checklist
Early Client Check-In prompts
Master Onboarding Checklist
Customisable onboarding steps
Worked example showing a complete onboarding flow
Final reflection and process improvement prompts
Practical tips and guidance throughout
The template includes editable fields for client information, status notes, responsibilities, dates, actions and internal processes, allowing you to adapt the checklist to the way your own business works.
Perfect for:
Consultants, freelancers, virtual assistants, agencies, coaches, professional service providers and small businesses that want to create a more organised and consistent client experience.
FORMAT
Google Doc
Editable digital template
Instant digital resource
Customise and reuse for your own business
Once customised, keep a master copy and duplicate it each time you onboard a new client.
A practical system to help you start every client relationship with clarity, structure and confidence.
Create a clear, consistent and professional onboarding experience for every new client.
The Advisorie New Client Onboarding Checklist is a comprehensive, practical template designed to help small businesses and service providers manage the entire onboarding process, from signed agreement through to the first 30 days of the client relationship.
Rather than relying on memory, scattered notes or different processes for every client, this editable resource gives you a repeatable system you can customise to suit your business and use again and again.
What’s included:
Client Onboarding Snapshot for key client details and dates
Agreement & Payment Checklist
Client Information Checklist
Internal Set-Up Checklist
Welcome & Next Steps Checklist
Welcome email planning prompts
Kick-Off Meeting Checklist and notes
Systems & Access Checklist
Delivery Readiness Checklist
Communication & Boundaries planner
First 30 Days Checklist
Early Client Check-In prompts
Master Onboarding Checklist
Customisable onboarding steps
Worked example showing a complete onboarding flow
Final reflection and process improvement prompts
Practical tips and guidance throughout
The template includes editable fields for client information, status notes, responsibilities, dates, actions and internal processes, allowing you to adapt the checklist to the way your own business works.
Perfect for:
Consultants, freelancers, virtual assistants, agencies, coaches, professional service providers and small businesses that want to create a more organised and consistent client experience.
FORMAT
Google Doc
Editable digital template
Instant digital resource
Customise and reuse for your own business
Once customised, keep a master copy and duplicate it each time you onboard a new client.
A practical system to help you start every client relationship with clarity, structure and confidence.