Client Onboarding Checklist

Client Onboarding Checklist

A project kickoff form for tracking new client setup and gathering early engagement feedback.

What This Form Collects

• Client Information: Name, email, phone, and address
• Project Details: Project name and onboarding date
• Progress Tracking: Week 1 and Week 2 summaries
• Feedback: Client feedback on the onboarding experience
• Internal: Supervisor or manager name

Who Uses This

• Account managers
• Project managers
• Client success teams
• Service agencies

This client onboarding checklist helps teams track new client setup progress and collect early feedback on the relationship.