Client onboarding stalls when the client doesn't know what's expected of them next. This checklist makes the sequence explicit — what the client needs to do, what you need to do, and by when — with linked guides so the client can self-serve the setup steps instead of waiting on a call.
Free Template
Free Client Onboarding Checklist Template
A milestone-based checklist tracking a new client from kickoff to first value — with room to link a setup guide at every step.
01
Client onboarding checklist
Assign an owner (you or the client) and a deadline to every item.
- Kickoff call scheduled and completed
- Account/workspace created and access confirmed
- Core integration configured — [link setup guide]
- First workflow or use case set up — [link setup guide]
- First value milestone reached: [define what this means for your product]
02
Send the checklist and guides before the kickoff call
A client who's already done the basic setup arrives at kickoff ready for the parts that need a real conversation, instead of spending the call on steps a guide could have covered.
FAQ
Frequently asked questions
Is this template free?+
Yes.
Can I track whether the client actually completed each step?+
Guide analytics on Pro shows whether a linked guide was opened and completed, giving you a signal without having to ask.
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