New Client Onboarding Checklist

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New Client Onboarding Checklist

Here’s a good one. This is a Word doc you can customize for your business.

This five-page checklist guarantees that your clients are brought into your system right every time. That means you set them up in the PSA, RMM, QuickBooks, etc. with all the correct information. Then you verify that all monitoring and AV software is installed, all monitoring is working properly, etc.

This list is intended to follow a logical progression from sales to front office to service delivery. And it finished with client-facing training by a customer service rep or technician.

It’s also a great example of how checklists help you to make sure you don’t skip any steps, and you do them in the right order. One of the key pieces of your client relationship building is to make sure it starts off in a consistent manner.

Word docx file you can customize.

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