Templates
Client Onboarding
Client Onboarding Checklist for Management Consulting

Client Onboarding Checklist for Management Consulting

Run this checklist for each of your new clients to ensure they understand the value your management consulting services can bring them.
1
Introduction:
2
Basic information:
3
Record basic details
4
Compliance:
5
Prepare GDPR statement
6
Send GDPR statement
7
Prepare management consulting contract
8
Send over management consulting contract for signing
9
Receive signed contract
10
Welcome:
11
Prepare welcome email
12
Send welcome email
13
Send orientation questionnaire
14
Receive completed orientation questionnaire
15
Scheduling:
16
Schedule management consultation
17
Confirm consultation date
18
Pre-consultation:
19
Prepare consultation agenda
20
Consultation:
21
Determine business goals
22
Understand problems client is facing
23
Understand client's financial situation
24
Add consultation notes to CRM
25
Financial documents:
26
Determine financial documents needed
27
Request financial documents
28
Confirm investment portfolios received
29
Confirm balance sheets received
30
Confirm cash flow statements received
31
Confirm bank statements received
32
Confirm tax records received
33
Confirm additional documents received
34
Analysis:
35
Perform market research
36
Prepare relevant case study
37
Send relevant case study
38
Strategy:
39
Determine management strategy
40
Prepare high-level overview of management solutions
41
Send management solutions overview to client
42
Feedback:
43
Request feedback on the onboarding process
44
Receive completed feedback questionnaire
45
Incorporate client’s feedback into strategy
46
Sources:
47
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