CLIENT ONBOARDING CHECKLIST TEMPLATE

BACKLOG	WELCOME	INITIATION	FOLLOW-UP
Assign sales representative Assign customer care representative Contract analysis and validation Sales rep briefing regarding client logistics and predictions	Welcome email introduction Schedule meeting Catalog any client questions Catalog any client reactions, red flags, issues, etc. Catalog any positive feedback	Schedule client meeting / call to answer any additional questions Inquire as to how the client needs were met prior to employing this service or product Define client expectations Implement further staff training, if applicable	Assess need for meetings Answer any questions Set short and long-term goals Answer any questions
CLOSING
Customer needs met Review short and long-term goals Answer any questions Assess customer usage of services / tools Note any increase or decrease in usage

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