Deliver Digital Sign New Client Onboarding Checklist For Free

Client onboarding checklist (internal) This is the checklist generally used by internal customer success teams, outlining the steps they need to take to successfully onboard a new customer (while also designating who is responsible for what).

The digital onboarding process usually requires some type of identification or authentication from the customer to prove they are who they say they are. This may include personal data, like an email address, birthday, or social security number. Or, in some cases, biometric information, like a fingerprint or face scan.

This blog will cover seven key steps that make up a new client onboarding workflow: Start with an onboarding questionnaire. Sort out legal and contractual bits. Secure any financial processes. Highlight any important project management information. Consider your workflow and project process. Set up an initial kick-off call.

What to Include on an Onboarding Checklist Send Welcome Kit. Schedule Meetings With Team. Outline Short Term Goals. Provide Training Information. Create Logins for Necessary Tools.

New client onboarding checklist Assign a sales representative. Assign a customer care representative. Validate the contract. Send a welcome email. Schedule a meeting with the client. List all of the client's questions and concerns. Catalog any red flags or issues the client has. Identify the client's expectations.

6 Steps to Onboard a New Client Schedule an Onboarding Meeting. If possible, hold a client onboarding meeting with a new client in-person. ... Review Roles and Responsibilities. ... Discuss Desired Outcomes. ... Anticipate Roadblocks and Plan Ahead. ... Ask for Feedback. ... Take Notes and Follow Up.