Client onboarding checklist template

When to use it

Use it the moment a contract is signed, whether you’re an agency, a consultancy or a SaaS customer-success team.

1. Kickoff

1. Send a welcome email with the next steps and who their contacts are.
2. Book a kickoff call and share the agenda beforehand.
3. Confirm goals, success metrics and the timeline in writing.

2. Access and setup

1. Request the logins, permissions and data you need.
2. Create their account or workspace and invite their team.
3. Connect their integrations (send a Startt setup guide for each).

3. First win

1. Deliver one visible result within the first week.
2. Share a short report showing progress against their goals.

4. Handover to business as usual

1. Agree the ongoing meeting cadence.
2. Share the help centre or guide library.
3. Ask for feedback at day 30.

Tips

• Most onboarding delays are waiting for access. Ask for it on day one, with a guide that shows exactly how to grant it.