Client Onboarding Checklist
Client Onboarding Checklist
Create a customer-facing client onboarding checklist with to-do lists for admins, instructional videos, and more.
Who this template is for
Customer success teams, account managers, and implementation specialists who need a structured way to guide new clients through the client onboarding process without missing key steps.
What this template is for
A well-structured onboarding process ensures a smooth transition for new clients and increases customer retention.
This client onboarding checklist template helps teams standardize the onboarding process, ensuring every client gets the same high-quality experience. By keeping all tasks and supporting resources in one place, you can make sure your customers hit that “aha” moment—when they realize exactly how your product helps solve their problem or job to be done—more quickly.
How to use this template
- Sign up for a free Dock account to access and customize your onboarding template.
- Create a new workspace and select the client onboarding checklist template.
- Customize the checklist to match your client onboarding process, adding key milestones, responsibilities, and timelines.
- Save the updated version as a reusable client onboarding checklist for your team.
- Create a new onboarding checklist for each new client and assign tasks to team members and client stakeholders.
- Share the checklist with your client through Dock, keeping everything centralized and easily accessible for a seamless onboarding experience.
What’s in this template?
Onboarding Progress
Introduce the different onboarding process tasks for your client with a visual progress tracker. Help new customers see what’s completed and what’s next at a glance.
To-Do Lists
Create multiple to-do lists for different onboarding touchpoints: the partnership kickoff call, administrative tasks like account creation and product setup, end user training, and final check-in before implementation is complete.
Product Demos and Documentation
Embed training documentation, product tours, tutorials, webinars, knowledge base articles, use cases, and videos in your Dock workspace so everything your client needs is all in one place.
Why use Dock’s Client Onboarding Checklist Template?
Dock’s client onboarding checklist template is the easiest way to standardize and streamline your onboarding process while keeping everything in one place.
But effective onboarding isn’t just about handing over a bunch of materials and hoping for the best. It’s about starting a strong client relationship—from the first time a new customer speaks with you at the kick-off meeting throughout their customer journey.
With Dock, you don’t need to juggle spreadsheets, emails, and scattered notes. Instead, you get a shared workspace where both your team and your new clients can track customer onboarding progress in real-time. Clients can access the checklist with just their email—no need for extra logins or account management.
Dock’s flexible editor lets you customize your checklist to fit different customer onboarding strategies. You can embed videos, link to documentation, assign tasks, and adjust timelines—all within a clean, organized workspace. And because Dock provides engagement insights, you can see when clients review key customer onboarding materials, making it easier to step in when they need help.
Best of all, you can templatize your client onboarding process. Save your customized checklist as a team-wide template, ensuring every client gets the same structured, high-quality onboarding experience. Using this checklist ensures a smooth transition from sale to success for every new client.
Here’s what else Dock’s client onboarding checklist template can do for you:
Standardize onboarding at scale
- Ensure every client gets a consistent, high-quality onboarding experience that makes a great first impression.
- Keep all onboarding process tasks, milestones, and deliverables in one place.
- Reduce confusion across the entire process by providing a step-by-step checklist.
Improve collaboration with clients
- Share the checklist in a single link, so new clients always know what’s next.
- Assign tasks to both internal team members and client stakeholders.
- Use automation for notifications and reminders to create a smooth project management workflow.
Make onboarding more efficient
- Reduce time spent answering repetitive new customer questions.
- Track engagement to see which customer onboarding touchpoints clients struggle with.
- Adjust timelines, add new tasks, or update resources in real-time.
Eliminate onboarding black holes
- Get visibility into which tasks are completed, delayed, or ignored.
- Identify bottlenecks before they impact customer satisfaction.
- Use Dock’s engagement insights to track where new users drop off.
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How do I use this template?
Sign up for Dock for free, create a new workspace, and select the client onboarding checklist template. Customize it to match your customer onboarding process, then save it as a reusable template. For each new client, create a new checklist and share it with your team members and client stakeholders.
What is a client onboarding checklist?
A client onboarding checklist is a structured list of tasks and milestones designed to guide new clients through the client onboarding process. It ensures a smooth customer experience by outlining key steps such as account setup, welcome emails, training, and implementation.
What should you include in a client onboarding checklist?
A complete client onboarding checklist should include:
- A kickoff call with key stakeholders
- A welcome email with next steps
- Account setup and CRM integration
- Product tours and interactive training materials
- Check-ins and progress tracking to follow up with your customer as they reach new user milestones
- A designated point of contact from your team
- A final check-in to ensure a smooth transition
How do I measure the success of my client onboarding process?
Some key customer success metrics include:
- Time to value (TTV): How long it takes for a new client to see benefits.
- Feature adoption: Tracking which product features are being used.
- Customer satisfaction: Feedback from new customers about their onboarding experience.
- Churn rate: It can take time to understand how your onboarding impacts your retention. Churn rate, particularly when a customer churns in their onboarding journey, can help you optimize the onboarding process.
What happens after client onboarding is complete?
After successful onboarding, you should transition clients into a long-term customer relationship strategy, including:
- Periodic check-ins to ensure continued success
- Offering webinars, product tours, and support resources
- Encouraging referrals from satisfied loyal customers
Completing onboarding is about creating a strong working relationship that prioritizes the client experience. Whether it’s a high-touch enterprise client, a self-service SaaS customer, or somewhere in between, your onboarding process should focus on how to get them adept at using your product as quickly as possible.
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