New client onboarding template

Here is a comprehensive new client onboarding template that you can customize to fit your business needs:

Client Onboarding Template

Introduction

Welcome to [Your Company Name]! We are thrilled to have you on board as our new client. Our goal is to provide you with exceptional service and support to help you achieve your goals. In this onboarding process, we will guide you through the necessary steps to get started with our services.

Step 1: Client Information

• Client Name: _____
• Contact Person: __
• Email: ___
• Phone: __
• Address: __

Step 2: Service Overview

• Service(s) being provided: ___
• Service description: _____
• Service duration: __
• Service frequency: _____

Step 3: Client Expectations

• What are your expectations from our services? ___
• What are your goals and objectives? ___
• Are there any specific requirements or needs you have? ___

Step 4: Communication

• How would you like to communicate with us? (Check all that apply)
  • Email
  • Phone
  • In-person meetings
  • Video conferencing
  • Other (please specify) ___
• What is your preferred communication schedule? ___

Step 5: Payment and Invoicing

• Payment method: ___
• Invoicing frequency: __
• Payment terms: ___

Step 6: Confidentiality and Non-Disclosure

• Please review and sign the attached Confidentiality and Non-Disclosure Agreement (NDA) to ensure the protection of our shared confidential information.

Step 7: Next Steps

• We will be in touch with you shortly to discuss the next steps and answer any questions you may have.
• Please feel free to reach out to us at any time if you have any concerns or need assistance.

Acknowledgement

By signing below, you acknowledge that you have read, understood, and agreed to the terms and conditions outlined in this onboarding template.

Signature

Client Signature: __ Date: ___

Additional Information

• Any additional information or comments: ___

This template covers the essential aspects of client onboarding, including client information, service overview, client expectations, communication, payment and invoicing, confidentiality and non-disclosure, and next steps. You can customize it to fit your specific business needs and services.