Every sale, project, or program starts with an onboarding phase.
But still, over 90% of customers feel that the companies they buy from ‘could do better’ when it comes to onboarding new users or customers.
We’re here to help: this client onboarding checklist template was built to help you kick off business relationships the right way, so you can make a long-lasting impact.
So, your team just landed another new customer and you’re all pumped to start working with them. But before diving into the work, there’s one crucial phase to get right: the onboarding process.
That means forms, documents, signatures, approvals, and a bunch of other tasks to complete from the client side – and your team as well.
But when these steps are managed through scattered tools or unstructured routines, it can quickly lead to missed steps, frustrated customers, and unnecessary stress on your team’s plate.
A documented onboarding process ensures that nothing falls through the cracks during this crucial phase. It brings consistency, clarity, and structure to your business operations, especially if you work in regulated industries such as legal, finance, or compliance.
To truly deliver value, your client onboarding checklist must go beyond the use of a static PDF or outdated form. It needs to be dynamic, aligned with your daily routines, and flexible enough to adapt to your existing and future business requirements.
With Clustdoc, you can optimize the way you onboard new clients or contacts starting with a smart and easy-to-use checklist.
Use this customizable template to streamline your onboarding process, reduce back-and-forth, and deliver a professional experience from day one.
A well-structured and documented client onboarding process should reflect both what your clients expect and what your internal teams need to deliver consistently.
For that, you need to make sure to list all onboarding tasks and required information you need from new customers in a simple and smart way.
Here’s what your client onboarding checklist should include:
1. Onboarding steps a client would need to complete:
– Provide personal or professional information through an online intake form
– Submit required documents related to their identification, financial records, or current situation
– Sign agreements such as NDAs or service agreements
– Probably complete a deposit payment for your service
2. Onboarding tasks that would be assigned to your team:
– Review client identity, historical records and documents
– Get specific files approved by certain people or departments in your organization
– Make sure all contracts are properly signed and reviewed contracts by the right people
That way, you ensure every onboarding task and step is accounted for and seamlessly built into your checklist.
With a Clustdoc client onboarding checklist, you can standardize document collection, streamline internal approvals, and maintain consistency across your entire onboarding process.
Our Client onboarding software, allows you to deliver a personalized, professional experience from the very first interaction.
For example, you can add a welcome message to walk clients through the process, outline next steps, share timelines, and even provide a dedicated space for communication and much more without juggling between tools.
One-size-fits-all doesn’t work when each customer has unique needs, expectations, or compliance requirements.
With Clustdoc, you can tailor the onboarding experience using powerful features like display rules; automatically routing the customer through the right path based on their profile, service needed, or any other criteria. This means each client only sees what’s relevant to them, reducing confusion and keeping the process seamless.
To take this even further, Clustdoc allows you to connect your onboarding to any other tool you and your team use on a daily basis.
Once the client onboarding process is complete, seamlessly transfer data and documents to your CRM or compliance system.
This eliminates the need for duplicate work, keeps everyone on the same page, and ensures that client onboarding is not an isolated task, but a fully integrated part of your service delivery pipeline.
When your onboarding process runs on a clear, repeatable framework, your team always knows what to do, when to do it, and who’s in charge. No more guesswork, duplicated efforts, or missed steps.
With Clustdoc, you transform onboarding into a scalable playbook that keeps everyone aligned, even as your client base grows.
Every internal task is assigned, tracked, and completed with full visibility, making collaboration effortless and accountability second nature.
Roles and responsibilities are also crystal clear, so nothing slips through the cracks.
And thanks to Clustdoc’s automation, internal actions like document reviews, approvals, or compliance checks instantly trigger client-facing steps keep the entire onboarding journey smooth and synchronized.
Whether you’re welcoming individual clients or coordinating complex B2B projects, this template gives your team a clear, consistent roadmap to follow every time.
Inside, you’ll find every essential step covered: from intake forms and document requests to eSignatures, all laid out to keep your clients engaged while reducing the workload for you and your team.
For best results, import the template directly into Clustdoc’s onboarding workspace.
Once that is done, you can completely customize this client onboarding checklist to your needs and use it for free for 7 days.
Download your checklist, roll it out with your team, and use it with your next new client. It’s the easiest way to go from “we should fix our onboarding” to “we have a best-in-class process in place.”
Try Clustdoc today, launch your new workflow tomorrow.
