Client on-boarding checklist for software company

Created by Ranit Sanyal

At the start of your working relationship, your customers will expect a lot from you. By making sure the client onboardin process is painless will ensure you create a good rapport. We all know the first impression matters a lot and in a software company recurring work is a big factor.

This client onboarding checklist for software companies will help you to focus on what matters the most at the initial stage from proper team introduction to resource allocation to document management.

You are welcome to edit the checklist and importing in your GoodFlow account and incorporate the best practices of your organization in this industry standard checklist.

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