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1. Client Onboarding
Process
Your Company Name

2. 6 Step Client Onboarding Process with Launch Project
2
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Refine and Improve
Launch
Project
▪ Assign Client
▪ Start workflow
▪ Internal Meeting
▪ Text Here
Step 3
Client Kick of
Meeting
▪ Introductions
▪ Set Expectation
▪ Next Steps
▪ Text Here
Step 4
Welcome
Package
▪ Cheat Sheet
▪ Homework
▪ Text Here
▪ Text Here
Step 5
Check up
Call
▪ Collect Docs
▪ Catch Mistakes
▪ Text Here
Step 6
Contract
▪ Proposal
▪ Payment
▪ Text Here
▪ Text Here
Step 1
Client
Onboarding
Questionnaire
▪ Client Info
▪ Goal
▪ Collect Docs
▪ Text Here
Step 2

3. 3
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Client Onboarding Icon
with Training Statistics

4. Client Onboarding Process Checklist for Company
4
01
02
05
0304
Set Expectations
Define expectations in terms
of deadlines, processes, and
communication.
Gather Necessary Information
From Your New Clients
Gather all of the necessary
information from the client to
fully assess what are their
actual needs.
Brief Your Team
Give relevant client information to your
team members and organize an internal
client orientation meeting to make sure
that everyone has a clear understanding
of what is expected of them.
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audience's attention.
Check-in with Your
New Clients
Complete Research
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5. Client Onboarding Process Checklist with Complete Research
5
Brief Your Team
▪ Give relevant client
information to your
team members and
organize an internal
client orientation
meeting to make sure
that everyone has a
clear understanding of
what is expected of
them.
▪ Text Here
Set
Expectations
▪ Define expectations
in terms of
deadlines,
processes, and
communication.
▪ Text Here
Gather Necessary
Information From
Your New Clients
▪ Gather all of the
necessary information
from the client to fully
assess what are their
actual needs.
▪ Text Here
Complete
Research
▪ Add concrete details
to the plan and
present your client
with documents that
show you’ve done
your research.
▪ Text Here
Check-in with
Your New Clients
▪ Schedule a call with
your assigned point
person at the
company to show
them your research,
get feedback on the
updated plan, and
discuss next possible
steps.
▪ Text Here
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6. Client Onboarding Process Flow Chart with Discovery and Cultivation
6
Discovery
▪ Outline next steps to
Customer Success Metrics
▪ Identify Decisions
Customer Needs
▪ Text Here
▪ Text Here
Construction
▪ Complete CRM
▪ Provide Product or
Service Details to Client
▪ Share Customer Journey
Map & Milestones
▪ Text Here
Cultivation
▪ Engages Customer Product
or Service Planning
▪ Make Changes as Needs
▪ Text Here
▪ Text Here
Follow Through
▪ Experience Data Make
Changes as Appropriate
▪ Identify Additional
Customer Nee
▪ Text Here
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7. Client Onboarding Program with Select the Technology
7
Set goals and
build your team
▪ Outline the
goals and
assemble the best
possible team that
will help you in
achieving them.
▪ Text Here
Map the customer
onboarding
journey
▪ Create a customer
journey that’s
intuitive, logical and
confidence-building
with reference to
outline goals.
▪ Text Here
Create learning
content for customer
onboarding
▪ Provide guiding content at
every step of the journey
by virtual meetings,
seminars as well as
videos.
▪ Text Here
Select the
technology
▪ Use Authoring
Tools and
Learning
Management
Systems for
digital course
creation.
▪ Text Here
Edit, test and
pre-launch
▪ Check grammar,
formatting and
overall quality of
the content.
▪ Text Here
Launch onboarding
program
▪ Check in with
customers to see how
learners are
progressing and
whether they’re
experiencing any pain
points or not.
▪ Text Here
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8. Client Onboarding Process for Empowering Banks
8
Onboarding
Request
▪ Solicit client.
▪ Raise new
onboarding request
▪ Enrich request
▪ Manage
incremental
request for existing
client.
Client Due
Diligence
▪ Gather client details
▪ Identify and request
relevant client
documentation
▪ Complete additional
client id, document
checks(geographic
specific)and
approve.
▪ Text here
Credit Terms
Setup
▪ Perform credit due
diligence.
▪ Establish credit
limits as
appropriate.
▪ Text here
Agreement
Management
▪ Negotiate legal
terms.
▪ Complete legal due
diligence
▪ Text here
Setup party /
Accounts in
system
▪ Complete account
setup
▪ Enable product
trading
▪ Text here
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9. 9
Icon of Client Onboarding
with Program Manager
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10. 10
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Icon of Client Onboarding
with Upward Arrow

11. Six Steps to Make Effective Client Onboarding Program
11
01
Set goals and
build your team
▪ Outline the
goals and
assemble the best
possible team that
will help you in
achieving them.
02
Map the customer
onboarding
journey
▪ Create a customer
journey that’s
intuitive, logical and
confidence-building
with reference to
outline goals.
03
Create learning
content for
customer
onboarding
▪ Provide guiding
content at every step
of the journey by
virtual meetings,
seminars as well as
videos.
04
Select the
technology
▪ Use Authoring
Tools and Learning
Management
Systems for digital
course creation.
Launch
Onboarding
program
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your needs and
capture your
audience's attention.
06
Edit, test and
pre-launch
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your needs and
capture your
audience's attention.
05

12. Thank You
Address
# street number , city , state
Contact Numbers
0123456789
Email Address
emailaddress123@gmail.com
12