Client Onboarding: Reset & Reuse
A permanent onboarding process that resets for each new client — no rebuilding required.
About this template
Client onboarding shouldn't require rebuilding from scratch every time a new deal closes. Most teams copy a spreadsheet, rename it, and start over — losing history, breaking consistency, and wasting time on process logistics instead of client work.
This template gives you a permanent 15-step onboarding process that resets between cycles. The checklist is your working surface. The Onboarding Log is your audit trail. The task does the reset — log the client, clear the previous cycle's statuses, and start fresh without touching the underlying steps.
How it works: run the "Start New Client Onboarding" task to log the client and reset all 15 steps to Not Started. Open the checklist, work through each step, and check them off as you complete them. The Onboarding Steps sheet updates automatically. When you're done, the log has your record.
Built for ops coordinators and CSMs who run the same onboarding sequence for every client — and want a system that compounds over time instead of getting rebuilt each time.