Wellness Startup Series: Day 57

Create a Client Onboarding Checklist

A smooth onboarding process improves the client experience and sets a professional tone. Having a checklist ensures you don’t miss critical steps like sending welcome emails or intake forms.

Next Steps:

• List every step a client should complete before their first appointment.

• Include links to forms, appointment confirmations, and payment processes.

• Test the onboarding process yourself.

Resources:

• Client Onboarding Checklist Template - [Download here]

• Trello Client Workflow Board - [Use this]

• 17Hats Workflow Templates - [View here]