A smoother start for each new client
Client Onboarding
Checklist
Turn “Yes” Into a Clear First Step.
A new client is ready to begin. Make sure the details are ready, too. Work through the agreement, files, access, deadlines, and communication, so both of you know what needs to happen before the first milestone.
$7 one-time purchase · Online tool + Excel companion
Your work saves on this device and in this browser only. It won’t appear on your phone or another computer. Use Download or Print to keep a copy.
18 Onboarding
Checks
Assign Owners
and Responsibilities
Record Due Dates
and Next Actions
See What Is
Still Waiting
Excel Companion
Included
What This Tool Helps You Do
Starting well takes more than a welcome email. This checklist brings the practical setup into one place, from the agreed scope to the first-week check-in. Track what is complete, what is waiting on the client, and what needs attention before work moves forward.
- Confirm the scope and first milestone
- Request the right files and access
- Agree on communication and approvals
- Keep unfinished setup tasks visible
Organized details.
A smoother start.
What’s Included
A repeatable onboarding sequence with space for the details of each project.
Eighteen practical checks
Cover agreements, payment setup, scope, access, communication, delivery, and first-week expectations.
Owners, dates, and notes
Record who is responsible, when each item is due or done, and what is still needed.
Visible progress and status
Mark items complete, waiting, in progress, not applicable, or needing attention. Review the completion count.
An editable Excel companion
Use the separate workbook, or save and print the online checklist. These working copies do not automatically sync.
Perfect For You If…
For service businesses that want a repeatable, organized way to welcome clients and begin the work.
How You’ll Use It
Work through the setup, then return to anything still outstanding.
- 1
Confirm the starting details
Review the scope, agreement, payment setup, contacts, and first milestone.
- 2
Assign the remaining work
Add an owner, date, and notes to each item that still needs action.
- 3
Track what is ready
Update the statuses as files arrive, access is arranged, and decisions are made.
- 4
Review the first-week handoff
Confirm that both sides know the next action. Save or print your working copy.
Why It Matters
An organized start makes missing details easier to see before they become project delays. The checklist gives you a consistent routine while leaving room for each client’s needs. It is a working checklist, not a contract or an automated onboarding service.
Work with confidence.
Does it contact my client?
No. You request files, arrange access, and communicate separately. This tool helps you track the work.
Should I record passwords here?
No. Use appropriate account access and secure sharing methods. Keep passwords out of ordinary checklist notes.
Where does my work save?
See the saving note near the top of this page. The included Excel workbook is a separate working copy.
14-Day Refund Window
Try the Client Onboarding Checklist with confidence. If it isn’t right for you, contact support@wahmn.com within 14 days of purchase to request a refund.
Bring the Onboarding Details Together
Keep the setup, responsibilities, and first steps organized from the beginning.
$7 one-time purchase · Online tool + Excel companion
Your work saves on this device and in this browser only. It won’t appear on your phone or another computer. Use Download or Print to keep a copy.
A better beginning.