Free Client Onboarding Checklist | Business Growth Club

Ensure a smooth start for every client with our free interactive onboarding checklist. Add custom steps, track progress, reset to defaults, and download as CSV.

Client Onboarding Checklist

    How It Works

    • View Default Steps
      The checklist loads 11 essential onboarding tasks automatically (e.g., Initial Contact, Proposal & Quote, Project Launch).

    • Add Custom Steps
      Type any additional step into the “Add custom step…” field and click Add Step to include it in your workflow.

    • Track Progress
      Click each checkbox as you complete a step—your progress is saved in your browser so you can pick up where you left off.

    • Reset to Defaults
      Use the Reset Checklist button to clear custom entries and restore the original set of tasks at any time.

    • Download Your Checklist
      Click Download CSV to export your checklist along with each task’s “Done” or “Pending” status for reporting or sharing.

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