Client Onboarding Checklist Template

A practical, editable client onboarding checklist covering agreement verification, contacts, access, inputs, kickoff, billing, and first delivery.

Drafts save privately in this browser.

Name the record before using the checklist.

Client or companyPrimary outcomeKickoff dateRelationship ownerClient approver

Move the checklist beyond a first draft.

0 of 5 context fields completed0 of 12 checks completedReviewer and review date not recorded

Working status

Reviewer or accountable ownerReview dateVersion

A high score means more of the working record is filled in. It does not create client approval, legal authority, or professional sign-off.

Commercial handoff

Confirm the accepted proposal, agreement, scope, price, currency, and billing termsRecord the exact services, deliverables, exclusions, assumptions, and change pathConfirm the client organization, legal name, billing contact, and tax details where applicable

Notes and exceptions

People and authority

Name the relationship owner, delivery owner, client lead, approver, and finance contactConfirm each person’s access and communication roleDefine absence coverage and the no-eligible-owner fallback

Notes and exceptions

Working setup

Create the client and project records with stable identifiersCollect required inputs, files, brand material, credentials, and dependenciesAgree on channels, response expectations, status cadence, and meeting rhythm

Notes and exceptions

Kickoff and first milestone

Review outcomes, responsibilities, dates, risks, and acceptance criteriaConfirm the first client action and first internal actionSend the shared summary and schedule the first health review

Notes and exceptions

Treat this as a starting point, not automatic authority.

Adapt roles, approvals, legal, tax, accounting, security, privacy, and professional requirements to the actual organization and jurisdiction. Record who reviewed material changes.

Want to keep this connected to the client and project?

Continue in Stelaah with the people, decisions, files, work, and finance beside the checklist.

Continue in Stelaah

Client Onboarding Checklist Template

Name the record before using the checklist.

Move the checklist beyond a first draft.

Commercial handoff

People and authority

Working setup

Kickoff and first milestone

Treat this as a starting point, not automatic authority.

Continue with the connected workflow

Want to keep this connected to the client and project?