That’s why it’s important to standardize your onboarding process with comprehensive templates your team can use to reference any time they need to onboard a new client.

Use this client onboarding process template to simplify handoffs, impress clients, and accelerate every stage of onboarding.

Apr 17, 2024 · Start with these 12 customer onboarding templates to get the ball rolling. 1. Customer Onboarding Portal Template (Dock) It’s easy for links, attachments, spreadsheets, and checklists to …

Mar 3, 2023 · Let’s check out a few proven client onboarding templates you can use to enhance the client experience. You can use these seven free templates to start your onboarding process on the …

Oct 18, 2023 · I've onboarded hundreds of clients in my time, so to help you streamline your daily to-do list, I've created a client onboarding checklist (click that link or the image below for the Google Docs …

Jan 25, 2025 · Download our free template and get started right away. Starting a new client relationship can be tricky. You finally secured the project, but the last thing you need is for your clients to feel …

Jul 4, 2025 · In this guide, I’ll share how to create your own onboarding checklist along with client onboarding templates to get started quickly. A client onboarding checklist is a structured, step-by …

Jan 1, 2026 · In this guide, we’ll share 8 best client onboarding templates that will save you time, ensure consistency, and keep everyone on the same page. Let’s help you make the best impression and …

Make a great first impression with this customer onboarding template. Share success plans, intake forms, training materials, and more.