The Ultimate 6 Step Checklist For Effortless Client Onboarding

Woohoo! A new enquiry has landed in your inbox, exciting times! But what comes next? A smooth client onboarding experience is essential to building a trusted working relationship with your clients. 

To help you get started seamlessly, we’ve put together a simple yet effective Client Onboarding Checklist with 6 key steps to ensure you’re fully prepared before diving in with your new client.

1. Book a discovery call

Schedule your call and send a calendar invite with a Zoom or Google Meet link. This is the perfect opportunity to get to know your potential client and their business better. Include any necessary documents like a questionnaire and don’t forget to schedule a reminder email 24 hours before the call. 

2. Send a pre-consultation form

This is a simple form or questionnaire to dive into your client’s challenges and understand their goals. Ask them to complete the form before the call. This allows you the time to carefully read through their answers so you go in prepared with solutions on how you can support them. 

3. Do the prep work

Make sure you’re all set before the discovery call by reviewing the completed pre-consultation form and noting any key points or questions. Research the client and their industry to show you’re interested. It’s a good idea to test your tech to ensure everything works perfectly for a smooth call.

4. Discovery call magic

Don’t be afraid to take the lead on this call. Ask the client about the challenges they’re facing and then highlight the ways you can help. Answer any questions they have and talk them through the next steps of working together to keep the momentum going. 

5. Post-consultation follow-up

Send a thank you email to the client within 24 hours of having your consultation call. Let them know you’re excited about the work they do and include your proposal for them to review. Once they reply to let you know they’re happy to get started, it’s time to get the contract and payment terms set and sent over. 

6. Before work starts

Create a clear contract outlining the scope of work agreed on and any necessary terms relating to payment, intellectual property and confidentiality. Discuss any access requirements and create a timeline for key milestones to set clear expectations from the start. Confirm the best communication method for regular updates and set up shared folders in Google Drive or Dropbox and grant access as needed.

Final words

This checklist is designed to help you stay organised, impress your clients and kick off your projects without a hitch. 

A smooth and structured onboarding process creates a strong foundation for lasting client relationships. Every client deserves to feel validated and supported from day one. 

Ready to take your onboarding process to the next level or need a little extra help?

At KADA Management we’re here to support you every step of the way. Enquire with us today to find out how we can help.