New Client Onboarding Process / Checklist

Hey everyone! I was looking for an onboarding process or checklist on here and wondered if anyone knows where to find one? Most helpful would be a list of all the things to get set up with a new client. Branding things like logos, fonts, colors etc. to passwords, access to accounts, any other questions that I’ve left out. Your help is appreciated! Thank you! T

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@phylliskhare or @ruthbinman I think we have this in the Academy…right? Can you direct Teresa to where she can find it? Many thanks!

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Hey @teresa we have several –

OFF Boarding a client might be needed too

ON Boarding a Client (SIMPLE Version)

ON Boarding a Client (DETAILED Version)

Let me know if this works for you –

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Thank you!!!

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YES!!! @phylliskhare I knew you’d be able to add them! Thanks!

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one more - this is a very cool doc that has questions that you ask your potential new client to see if any red flags come up – just putting it here as it has a place in the process of gaining a new client – enjoy – Vital Questions for New Clients - Google Docs

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Are these somewhere in here? I wasn’t able to locate by search.

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they will be with the new business building tutorials we’re working on now @teresa in the Academy – you can see the ones that are done by clicking Courses in the top nav bar –

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