Onboarding for client success

B2B client onboarding template

B2B onboarding can be complex. Use this Onthen checklist to manage any B2B onboarding process easily. Save time, improve consistency, and stay compliant.

Use this template to onboard your clients.

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Chases up for you
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B2B client onboarding checklist

Welcome to our partnership! This checklist will guide you through our onboarding process, ensuring we have everything needed to kick off our collaboration smoothly.

No due date

Link tasks to actions, such as completing forms or booking meetings

Initial paperwork and setup

Let us get the administrative tasks out of the way so we can focus on our work together.

Review and sign the master service agreement

Please review the master service agreement (MSA) and sign it digitally to formalize our partnership.

Provide billing details

Fill out our secure billing form with your accounts payable contact and preferred payment method.

No due date Complete form

Countersign agreement and create client profile

Countersign the MSA and set up the client in the internal CRM and billing systems.

No due date Team member

Tasks can be for the clients being onboarded, or for the team

Discovery and requirements gathering

We need to learn a bit more about your business to tailor our services to your exact needs.

Complete the intake questionnaire

This brief questionnaire helps our team understand your specific goals, target audience, and current challenges.

No due date Complete form

Upload brand assets

Please provide your high-resolution logos, brand guidelines, and any other relevant brand materials via the secure portal.

No due date Upload documents

Review client assets and assign account manager

Review the uploaded documents, verify the intake questionnaire is complete, and assign a dedicated account manager.

No due date Team member

Kickoff and implementation

Time to meet the team, get connected, and finalize our action plan.

Schedule the kickoff call

Use the calendar link provided in your welcome email to book a kickoff call at a time that works best for your core team.

Prepare kickoff presentation

Create the slide deck and agenda for the kickoff meeting based on the intake questionnaire.

No due date Team member

Grant system access

Provide our team with access to any necessary software platforms, CRMs, or analytics tools required for our work.

No due date

Verify access and finalize the roadmap

Ensure all system logins work correctly and deliver the final 90-day strategy roadmap to the client.

No due date Team member

Click the button below to edit or add tasks, add due dates, and much more...

Free plan • No credit card needed

Customize this template

Or build your own

How to use this template

Copy the template and edit to suit your needs

Step 1

Grab this template

Step 2

Send to clients

Only needs an email address. Or add an open invite link to your existing welcome emails.

Step 3

Clients complete tasks

  • Email reminders keep things moving
  • Ask questions or clarify with comments
  • Summary page shows everything you need to know

Free plan • No credit card needed

Customize this template

Or build your own

Loved by 4,500+ happy users

The perfect way to onboard clients

Your brand (even the emails)
Instantly know what's been done
Shows clients what to do
Chases up while you sleep
Everything lives in one place

Free plan • No credit card needed

Customize this template

Or build your own

Sick of the onboarding admin?

Switch to friction-free customer onboarding software

Secure link, no passwords

Accessing a plan (or getting back into it) is as simple as following a link. We're obsessed with useability.

Comment & collaborate

Customers can ask questions right from within a task. They can also invite others in to help them, without bothering you.

HubSpot ready

  • Start new onboarding plans inside HubSpot
  • Adds events to the timeline
  • Updates custom fields
  • Attaches photos and documents

If you don't use HubSpot, no problem. It works great without it too.

White label (including emails)

Every interaction, from invite through to the task page, showcases your brand.

Does the chasing up

Never send a "checking in" email again.
We'll make sure tasks always get done, on time.

Helps you improve

We'll ask clients to rate their onboarding experience.

  • Helps you to constantly improve your processes
  • Make sure your team are delivering exceptional service

Free plan • No credit card needed

Customize this template

Or build your own

Handles complex onboarding too

Calculated due dates

Set due dates calculated on the fly from the start date, a target date, or based off when other tasks are completed.

Sequential tasks

Choose to make tasks sequential, so that tasks need to be completed in order.

Frequently asked questions

How can I use this template?

Just click Customize this template above and we'll take you through a couple of simple steps to create an Onthen account and copy the b2b client onboarding template into it.

Once that's done we'll take you straight into the template editor where you can customize it to your exact needs (there's bound to be a few things you'll do differently).

Finally, once it's ready you can use it to create individual checklists (we call them 'plans') for each of your clients. Just type their email address and we'll do the rest. As they move through the tasks, you'll see their progress in the dashboard.

Who is this b2b client onboarding onboarding template for?

If you run a team that needs to onboard clients then the b2b client onboarding template is a perfect starting point.

You'll first be able to tailor the template to your team's needs, by editing, removing or adding tasks to suit your onboarding process. When it's perfect, onthen has all the tools you need to easily invite clients to it and make sure all the tasks get done, on time.

How do clients use it?

First you'll invite clients to the checklist. You can either send an invite manually, through our HubSpot integration, or by using an invite link that lets anyone with the link create a new checklist.

Your clients won't need to create an account or a password, they'll simply access it with a 6-digit code we'll send to their email.

It's really easy to use and there's nothing to navigate, it's a simple single page onboarding plan that looks pretty much like you see above.

If any task gets forgotten about, we'll send email reminders to nudge your clients to complete everything.

Free plan • No credit card needed

Customize this template

Or build your own

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