Deliver a Smooth Onboarding Experience for Every New Client

The first days of a client relationship set the tone for long-term success. A scattered onboarding process can cause confusion and lower trust. That’s why we built the New Client Onboarding Checklist for Customer Support and Success teams.

This structured flow ensures every new client feels guided, supported, and set up for success from day one.

✅ How it will look

🚀 Why Use This Template?

• Consistency: Standardize onboarding across all new clients
• Engagement: Align early on goals, success metrics, and communication
• Clarity: Provide training, access, and escalation paths right away
• Retention: Build trust through transparency and proactive support

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With this template, you’ll create a welcoming, professional, and reliable onboarding experience every single time.

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-- Customer Support / Success Template - New Client Onboarding Checklist
- [ ] Receive signed contract or agreement
- [ ] Create client profile in CRM or internal system
- [ ] Assign account manager or point of contact
- [ ] Schedule onboarding kickoff call
- [ ] Share welcome materials and platform access
- [ ] Align on client goals and success metrics
- [ ] Provide product walkthrough or training session
- [ ] Set up communication channels (email, Slack, support portal)
- [ ] Share escalation paths and support resources
- [ ] Confirm billing setup and invoice schedule
- [ ] Document key contacts and responsibilities
- [ ] Add client to reporting and feedback loops
- [ ] Schedule first check-in meeting
- [ ] Track onboarding progress and status updates