Bringing new clients on board is a challenging venture for businesses. In some cases, it is expensive. Therefore, knowing the most efficient way of onboarding new customers can benefit your company. Below is a client onboarding checklist, which you can use to attract clients to your organization:

Analyze the client’s assets and campaign

One of the vital components of your client onboarding process is determining the existing campaigns of your new customers. Knowing what they do and what they lack, can enable you to create the scope of work. Make a list of the findings and then analyze them for opportunities, which you can leverage on.

Develop an effective marketing plan and campaign goals

A goal and a plan are necessary instruments for a successful campaign. Understand the client’s desires and turn them into your organization goals. However, while at it makes sure you have the capabilities to meet those needs.

Best team for the job

Client onboarding can only be a success if the right team is available. The ideal team for new clients should be able to relate easily and more efficiently with the clients. This helps to streamline the process.

Orientation for the clients

Before you allocate your teams, it is crucial to teach them about the clients. The orientation can include details about the clients and their products together with the scope of work.

Real kick off call

The teams must be trained on how to handle the client onboarding so that they can appear as professionals. Remember the impression that your teams will create during their meeting with the new clients is vital.


Your team should make an introduction, before engaging potential clients about the company. About ten minutes will allow the both sides to introduce themselves. This creates trust between the two parties.

Campaign objectives

Next, the team needs to outline the goals of their campaign for the client. As mentioned earlier, the objectives should be tailored to the needs of the new clients.

Campaign overview

Here the team needs to provide an overview of the campaign. This can include the organization’s main services or products, based on their nature of their business. In this stage, the team must be exhaustive and confidence of what they are talking about for convincing the clients

Client Overview

This part is for the new clients. However, the team needs to let the client know that it is their time to express themselves. At this stage, listening skills will come in handy. The team should avoid interrupting customers as they table their views.


During this time, the new clients and the company’s team should forward their expectations. By this time, the clients already know if they want to do business with the organization or not. The engagement session should be closed. Afterward, it is important to do a follow-up, to know if the onboarding was successful. You can call the key decision maker.

These articles may interest you