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Client Onboarding Checklist Generator

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A consistent onboarding process builds client trust from day one. Build your onboarding checklist, add the steps that matter to your business, and print it for each new client relationship. Pre-loaded with sensible defaults you can edit.

No signupRuns in your browserFormula explained belowGeneral information only

How to use this tool

  1. 1Enter the client name and project name. Optionally add your business name.
  2. 2Edit the default checklist items or delete and replace them with your own. Each item has a description and an optional notes field.
  3. 3Add new items using '+ Add item'. Group them by phase if needed (contract, kickoff, setup, first delivery).
  4. 4Click 'Print / Save PDF' to generate a clean checklist. The printed version includes empty checkboxes for manual tracking.

Example

Web design agency onboarding

Client: GreenStem Cafe. Steps: Send welcome email, Share project brief template, Schedule kickoff call, Collect brand assets (logo, fonts, colours), Set up shared folder, Send contract and SOW, Collect signed contract, Collect deposit invoice, Set up project management board, Introduce client to project manager.

Common use cases

  • Freelancers ensuring every new client relationship starts with the same structured process
  • Agencies running a repeatable onboarding process across multiple new clients simultaneously
  • Consultants tracking which steps have been completed for each engagement
  • Service businesses ensuring nothing important is missed when starting work with a new customer

Common mistakes

  • Creating a generic checklist that does not match your actual workflow - the checklist should reflect exactly what you do for every client.
  • Not completing the checklist before starting billable work - onboarding steps like contracts and deposits must happen before work begins.

Frequently asked questions

Why use a client onboarding checklist?

A checklist ensures nothing important is missed at the start of a client relationship. Missed steps - like not sending a contract or collecting brand assets upfront - create friction and delays later in the project. A consistent onboarding process also makes a professional first impression.

Are my details stored on a server?

No. Everything runs in your browser. Nothing is sent to any server.

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