Client Onboarding Flow Checklist
👥 Client Onboarding Flow Checklist
1. Discovery & Intake
Discovery call scheduled
Client needs analysis completed
Intake form submitted
Expectations discussed
2. Proposal & Agreement
Proposal sent
Scope of work agreed upon
Contract signed
Invoice or deposit paid
3. Onboarding Setup
Welcome email sent
Onboarding documents shared
Communication channel set (e.g., Slack, Email)
Client dashboard created
4. Kickoff & Strategy
Kickoff meeting held
Initial goals reviewed
Timeline presented
Task ownership assigned
5. Launch & Follow-Up
First deliverables submitted
Client feedback collected
Adjustments made
Regular check-ins scheduled
🎯 Tip: Keep communication open and expectations clear to ensure long-term client success.