The universal onboarding checklist
1Pre-Kickoff (Before Day 1)
Send welcome email with next steps
Request signed contract (if not already)
Collect initial deposit/payment
Create client record in system
Schedule kickoff meeting
2Document Collection
Send document request checklist
Set up client portal access
Receive and organize uploaded documents
Follow up on missing items (auto-reminders)
3Kickoff Meeting
Review scope and deliverables
Confirm communication preferences
Introduce team members
Set expectations for timeline
Schedule regular check-ins
4Internal Setup
Create project/tasks in system
Assign team members
Set up time tracking codes
Configure billing/invoicing
Automating onboarding in BBos
BBos Onboarding Automation
- Template workflows — Create once, apply to every new client
- Auto-assigned tasks — Team knows exactly what to do
- Document requests — Clients upload directly to their portal
- Email automation — Welcome sequences sent automatically
- Progress tracking — See onboarding status at a glance
Visit BBos Onboarding to see how you can create automated client onboarding workflows.