Client Onboarding Checklist
A checklist to onboard new clients confidently after a win.
#Business goal
Start every engagement organized and aligned.
#When to use this
Right after closing a deal.
#At a glance
| Detail | Value |
|---|---|
| People involved | Whoever runs the routine |
| Departments used | Sales, Operations |
| Modules used | CRM, Projects |
| AI used | — |
| Recommended timeline | First 1–2 weeks |
| Prerequisites | Relevant module access |
#Step-by-step process
1
Confirm the client record
Complete the activated client's details.
2
Create the delivery project
Set up project and first tasks.
3
Align scope and milestones
Confirm expectations with the client.
4
Give portal access
Share the client portal.
#Approval points
No formal approval gate
This routine has no separate sign-off step, but review your work before it affects clients or finances.
#Success metrics
- The checklist is completed consistently
- Nothing important is missed
#Best practices
- Reuse the same checklist every time.
- Introduce the portal early.
#Common mistakes
- Starting work before alignment.
- Skipping the portal intro.
#Realistic example
In practice
Use this the week a deal closes so every new client gets the same confident start.
#Related documentation
Client Onboarding
The playbook.
Convert a Customer
Underlying flow.
Business Workflows
Underlying step-by-step flows.
Contact Support
Reach the DevSphere OS team.
Still need help?
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