Client onboarding checklist
The twelve steps between a signed proposal and a client who feels properly looked after. Run it the same way every time and the first month stops being a scramble.
No signup, no email wall. Tick the boxes to use it on screen, or print it blank.
New client onboarding · 12 stepsFirst 30 days
Days 1–2
Confirm and set up
Do these before anything else slips.
Days 3–7
Gather what you need
One request, chased properly, beats five scattered asks.
Week 2
Align on the work
Where most relationships quietly go wrong.
Day 30
Check in properly
Ask before they tell someone else.
0 of 16 tickedPrepared with ZlyntOffice
Do this automatically inside ZlyntOffice.
The checklist runs itself for every new client, with document requests chased automatically and the whole history kept on one record.
Client onboarding checklist questions
The sequence a new joiner actually needs (paperwork, access, equipment and the first week) rather than a generic list.
Yes. In the workspace it becomes a template that runs itself, assigns the owners and tracks what is outstanding.
No. It runs in your browser.