Save Time, Build Trust, and Create a Smoother New Client Process with an Onboarding Checklist

Here’s how -

Struggling to keep track of everything you need to do when welcoming a new client? You need a simple onboarding checklist! It will save you hours of work

Here’s how to make one:

Start by listing every task involved in your onboarding process. Think about things like sending contracts, collecting payment, scheduling calls, or sharing welcome materials. Break these steps down into small, actionable items.

Next, organise these tasks in the order they need to be completed. This creates a clear roadmap for each new client, from the moment they say “yes” to the point they’re fully onboarded and ready to work with you.

Digitise your checklist with a tool like Trello, Asana, or a Google Doc to track progress. This makes it easy to duplicate the process for every new client without starting from scratch.

Having an onboarding checklist saves you time, reduces errors, and helps your clients feel confident and supported from the start.

Want to save time putting your onboarding checklist together? You can use my template - come find me on Instagram!

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