Client Onboarding Checklist Template BACKLOG WELCOME INITIATION FOLLOW-UP Assign sales representative Welcome email Schedule client meeting / Assess need for meetings Assign customer care introduction call to answer any Answer any questions representative Schedule meeting additional questions Set short and long-term Contract analysis and Catalog any client Inquire as to how the client goals validation questions needs were met prior to Answer any questions Sales rep briefing regarding Catalog any client employing this service or client logistics and reactions, red flags, issues, product CLOSING predictions etc. Define client expectations Catalog any positive Implement further staff Customer needs met feedback training, if applicable Review short and long-term goals Answer any questions Assess customer usage of services / tools Note any increase or decrease in usage
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
IC-Client-Onboarding-Checklist-Template1.docx