Client Onboarding Checklist

Prepared by company_name for client_name

Account Manager: account_manager

Client Contact: client_contact

Onboarding Start: start_date | Target Go-Live: go_live_date

Welcome

Welcome to company_name! We are excited to partner with client_name on implementing product_name. This onboarding checklist outlines the steps we will complete together to ensure a smooth and successful launch. Your account manager, account_manager, will guide you through each phase.

Phase 1: Kickoff (Week 1)

Administrative Setup

[ ] Signed contract and terms of service received

[ ] Initial payment or deposit processed

[ ] Client information form completed (legal entity, billing address, tax ID)

[ ] Primary point of contact confirmed: client_contact

[ ] Communication channels established (email, Slack, project management tool)

Kickoff Meeting

[ ] Kickoff meeting scheduled and conducted

[ ] Project goals and success criteria reviewed

[ ] Timeline and milestones confirmed

[ ] Roles and responsibilities assigned on both sides

[ ] Escalation procedures discussed

Phase 2: Configuration (Weeks 2-3)

Account and Access Setup

[ ] User accounts created for all client team members

[ ] Roles and permissions configured

[ ] Single sign-on (SSO) or authentication integration set up (if applicable)

[ ] API keys or integration credentials provisioned

[ ] Client branding applied (logo, colors, domain settings)

Data and Integration

[ ] Existing data migration plan reviewed and approved

[ ] Data import completed and validated

[ ] Third-party integrations connected and tested

[ ] Custom workflows or automation rules configured

[ ] Email templates and notifications customized

Phase 3: Training (Week 3-4)

Training Sessions

[ ] Admin training session completed

[ ] End-user training session(s) completed

[ ] Training materials and documentation provided

[ ] FAQ and troubleshooting guide shared

[ ] Support channel and help desk access confirmed

User Acceptance Testing

[ ] Test scenarios prepared and shared with client

[ ] Client has completed testing of key workflows

[ ] Issues and feedback collected and addressed

[ ] Client sign-off on configuration and setup

Phase 4: Go-Live (Week 4-5)

Launch Preparation

[ ] Go-live date confirmed: go_live_date

[ ] Production environment validated

[ ] Backup and rollback procedures documented

[ ] Internal team briefed on client account

Go-Live

[ ] System switched to production

[ ] Client notified of go-live

[ ] Post-launch monitoring activated

[ ] First-week check-in call scheduled

Phase 5: Post-Launch (Weeks 5-8)

[ ] Week 1 post-launch review completed

[ ] Week 2 follow-up conducted

[ ] Any remaining issues resolved

[ ] Client satisfaction survey sent

[ ] Ongoing support schedule established

[ ] Quarterly business review (QBR) cadence agreed upon

Sign-Off

By signing below, both parties confirm that all onboarding steps have been reviewed and the process is underway.

Client: client_name

Contact: client_contact

[Electronic signature will be collected via zsign]

company_name

Account Manager: account_manager

[Electronic signature will be collected via zsign]