RESOURCES · TEMPLATES
The Client Onboarding Checklist
A phase-by-phase checklist covering the first 30 days of a new client relationship — pre-kickoff, kickoff call, week 1, weeks 2–4, and the 30-day check-in — with owners and due dates built in.
What’s Inside
Five checklist phases with specific, assignable tasks — from contract signature through the first monthly business review — plus a full kickoff call agenda you can run verbatim.
Every task includes a suggested owner and a due date relative to the signing date, so nothing depends on someone remembering what’s next.
Also includes a short section on where onboarding usually breaks down — the handoff gaps and communication lapses that quietly damage new relationships in month one.
Make Every First 30 Days Feel This Sharp
This checklist gets your team running the same repeatable process by hand. Starward’s Client Onboarding platform triggers the sequence automatically the moment a deal closes — welcome emails, kickoff scheduling, and reminders included.