Client Onboarding Checklist | Excel Template

The same thorough client onboarding checklist, in an interactive Excel format you can work through and tick off as you go.

Each task has a status dropdown so you can mark items as To Do, In Progress, Done, or N/A as you work through the process. Keep it open on your screen and update it in real time as you onboard each new client.

What's covered:

• Before work begins - contracts, quotes, deposits, and communication preferences
• Admin and access setup - folders, logins, tools, and systems
• Onboarding call - goals, deadlines, brand guidelines, and key contacts
• First week - welcome message, first tasks, and check-ins
• Ongoing - feedback process, filing conventions, and review cadence

Works in Excel and Google Sheets. Download and start using straight away.