Template · Client Onboarding Template
Free Client Onboarding Template
A client onboarding template turns a great first impression into a repeatable process. Build it once in TaskWave and every new client gets the same complete, on-time onboarding — with the client tracked as a stakeholder, not given a login.
How to use this template in TaskWave
- Create a project in TaskWave for this work.
- Add the columns/fields below as your task structure.
- Create a project per client, or use a recurring template to spin up the checklist for each new client.
- Record the client as a stakeholder for context.
- Assign owners, set ETAs, and let reminders keep everyone on track.
- Track progress live in the grid, the Kanban board, and analytics.
A typical onboarding checklist
- Kickoff call scheduled
- Welcome pack / contract signed
- Accounts & access provisioned
- Requirements gathered
- Kickoff deliverables assigned
- First check-in booked
Why repeatability matters
Inconsistent onboarding loses clients. With a TaskWave template, every step has an owner and a due date, reminders prevent slips, and managers can see at a glance where each client is in the process.