Client Onboarding Checklist Template

Client Onboarding Checklist

Client Onboarding Checklist Walkthrough

Create a customer-facing client onboarding checklist with to-do lists for admins, instructional videos, and more.

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Client Onboarding Form Template

Capture key client details, goals, and project requirements upfront to set clear expectations from day one with this client onboarding form template.

Client Dashboard Template

Share reporting on product impact, adoption rates, feature usage, and more in this free client dashboard template.

Executive Business Review Template

Use this executive business template to review performance, assess goals, and align on opportunities and next steps.

More Customer Success Resources

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The Complete Customer Onboarding Checklist (free template)

A well thought out customer onboarding checklist is an essential tool to creating a consistent client onboarding experience. Try Dock's free template.

8 must-haves for your customer success plan [+ templates]

A well thought out customer success plan sets your customers up for success from day one. Here are 8 must-haves for your plan - plus free temples for you to try.

How Assignar reduced onboarding overwhelm with Dock

Learn how Rachel Jennings-Keane, Global Head of Customer Success at Assignar, simplified what used to be an overwhelming onboarding process for their customers.

How Loom saves 2 hours onboarding each customer with Dock

Learn how Brittany Soinski, Manager of Onboarding at Loom, uses Dock to speed up customer onboarding.

Client Onboarding Checklist FAQs

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Client Onboarding Checklist