{"id":46081,"date":"2026-01-06T04:23:00","date_gmt":"2026-01-06T12:23:00","guid":{"rendered":"https:\/\/clickup.com\/blog\/?p=46081"},"modified":"2026-01-09T11:01:09","modified_gmt":"2026-01-09T19:01:09","slug":"client-onboarding","status":"publish","type":"post","link":"https:\/\/clickup.com\/blog\/client-onboarding\/","title":{"rendered":"8 Client Onboarding Steps That Reduce Churn (With Templates)"},"content":{"rendered":"\n<p>Success!<\/p>\n\n\n\n<p>You\u2019ve signed a new client to your agency. And now you\u2019re ready to show why they made the best decision investing in your team.<\/p>\n\n\n\n<p>Even though you\u2019ve got them to sign the agreement, you\u2019re still not done winning over these new clients. After the paperwork, you have to ensure the new client onboarding process goes one step further to instill <a href=\"https:\/\/clickup.com\/blog\/best-agency-management-software\/\">trust in your agency<\/a> by showing them everything (and every step) they can expect.<\/p>\n\n\n<div style=\"border: 3px solid #000000; border-radius: 0%; background-color: inherit; \" class=\"ub-styled-box ub-bordered-box wp-block-ub-styled-box\" id=\"ub-styled-box-622aaf49-a938-4a26-8585-11efae881005\">\n<p id=\"ub-styled-box-bordered-content-\">A <a href=\"https:\/\/wyzowl.s3.eu-west-2.amazonaws.com\/pdfs\/Wyzowl-onboarding-stats-one-pager.pdf\" target=\"_blank\" rel=\"noreferrer noopener nofollow\">Wyzowl survey<\/a> found 88% of respondents say they\u2019ll be more loyal to a business that prioritizes onboarding and educational content. <\/p>\n\n\n<\/div>\n\n\n<p>In fact, while agencies will invest countless hours in pre-onboarding initiatives, it&#8217;s equally essential to nurture the <a href=\"https:\/\/clickup.com\/blog\/client-communication\/\">client relationship<\/a> afterward by providing a complete client onboarding experience.<\/p>\n\n\n\n<h2 class=\"wp-block-heading\" id=\"0-what-is-client-onboarding\">What is Client Onboarding?<\/h2>\n\n\n\n<p><strong>Client onboarding is the process of integrating new clients into a business and establishing a strong and productive working relationship.<\/strong> It is a crucial step in the client-business relationship as it sets the tone for future interactions and helps build trust and mutual understanding. <\/p>\n\n\n\n<p>This process helps clients learn all the product&#8217;s features and benefits so they get the total value, reducing the chance of churn.<\/p>\n\n\n\n<p>To ensure long-term success with clients, be as invested in onboarding clients as you are in lead generation.<\/p>\n\n\n\n<p>First impressions matter. A good onboarding process will set expectations, prevent scope creep, and create a positive client experience, which will strengthen your brand and increase profitability.<\/p>\n\n\n\n<h3 class=\"wp-block-heading\">Client onboarding examples<\/h3>\n\n\n\n<p>Depending on the client&#8217;s needs and the nature of the services you are providing, you can choose from three types of client onboarding process can be of three types:<\/p>\n\n\n\n<ul class=\"wp-block-list\">\n<li><strong>Virtual onboarding:<\/strong> In this kind of client onboarding workflow, everything is managed remotely through online documents, video conferencing, and digital customer onboarding software <\/li>\n\n\n\n<li><strong>In-person onboarding:<\/strong> If the product or service is complex in nature or comes with physical hardware, the client may prefer an in-person onboarding process. Here, you take them and their team through everything they should know, in person at the office or at a pre-decided venue<\/li>\n\n\n\n<li><strong>Hybrid onboarding:<\/strong> This kind of onboarding process is a mix of virtual and in-person interaction. The mix can vary depending on the client&#8217;s requirements<\/li>\n<\/ul>\n\n\n\n<div class=\"wp-block-create-block-cu-image-with-overlay\"><div class=\"wp-block-image\"><figure class=\"aligncenter size-full\"><div class=\"cu-image-with-overlay__overlay\"><img decoding=\"async\" loading=\"lazy\" src=\"https:\/\/clickup.com\/blog\/wp-content\/uploads\/2024\/12\/image-677.png\" alt=\"ClickUp Customer Onboarding Template\" class=\"image skip-lazy cu-image-with-overlay__image\" style=\"width:100%;height:auto\"\/><div class=\"cu-image-with-overlay__cta-wrap\"><a href=\"https:\/\/app.clickup.com\/signup?template=t-182245845\" class=\"cu-image-with-overlay__cta cu-image-with-overlay__cta--#7c68ee\" data-segment-track-click=\"true\" data-segment-section-model-name=\"imageCTA\" data-segment-button-clicked=\"Get Free Template\" data-segment-props=\"{&quot;location&quot;:&quot;body&quot;,&quot;sectionModelName&quot;:&quot;imageCTA&quot;,&quot;buttonClicked&quot;:&quot;Get Free Template&quot;}\" target=\"_blank\" rel=\"noopener noreferrer\">Get Free Template<\/a><\/div><\/div><figcaption class=\"wp-element-caption\">Welcome new customers easily using the ClickUp Customer Onboarding Template<\/figcaption><\/figure><\/div><\/div>\n\n\n\n<p>Whether you&#8217;re setting up new customers, transitioning existing ones, or simply revamping your entire customer onboarding system, <a href=\"https:\/\/clickup.com\/templates\/customer-onboarding-t-182245845\">ClickUp&#8217;s Customer Onboarding Template<\/a> has everything you need! This <a href=\"https:\/\/clickup.com\/blog\/onboarding-templates\/\">onboarding template<\/a> helps you understand client needs and provide them with a tailored onboarding experience.<\/p>\n\n\n\n<div class=\"wp-block-cu-buttons\"><a href=\"https:\/\/app.clickup.com\/signup?template=t-182245845\" class=\"cu-button cu-button--purple cu-button--improved\">Get Free Template<\/a><\/div>\n\n\n\n<h2 class=\"wp-block-heading\" id=\"1-why-is-client-onboarding-important-\"><strong>Why is Client Onboarding Important?<\/strong><\/h2>\n\n\n\n<p>Client onboarding is a vital step in the client-business relationship that helps to establish mutual understanding, improve client satisfaction, increase efficiency, and strengthen the relationship for a successful and long-lasting partnership.<\/p>\n\n\n\n<p>Here are some key reasons why client onboarding is important:<\/p>\n\n\n\n<ol class=\"wp-block-list\">\n<li><strong>Better understanding:<\/strong> Onboarding helps businesses better understand their client\u2019s needs, expectations, and goals. This information is critical in ensuring that the relationship is productive and successful<\/li>\n\n\n\n<li><strong>Improved client satisfaction:<\/strong> When clients feel welcomed and valued, they are more likely to be satisfied with the services they receive and remain loyal to the business. Onboarding helps to create a positive first impression and foster a sense of belonging<\/li>\n\n\n\n<li><strong>Increased efficiency:<\/strong> A well-structured onboarding process can <a href=\"https:\/\/clickup.com\/blog\/streamlining-processes\/\">streamline the process<\/a> of integrating new clients into the business, reducing confusion and minimizing the risk of errors<\/li>\n\n\n\n<li><strong>Stronger relationships:<\/strong> Onboarding helps to build trust and foster strong, long-lasting relationships between clients and businesses. This, in turn, can lead to increased customer loyalty and repeat business<\/li>\n\n\n\n<li><strong>More sales:<\/strong> Businesses often decide whom to work with on the basis of the kind of onboarding support they can expect. With a robust customer onboarding plan in place, your sales team will close more deals<\/li>\n<\/ol>\n\n\n<div style=\"background-color: #d9edf7; color: #31708f; border-left-color: #31708f; \" class=\"ub-styled-box ub-notification-box wp-block-ub-styled-box\" id=\"ub-styled-box-1987615c-b584-4000-a8c4-d5b4658f0415\">\n<p id=\"ub-styled-box-notification-content-\">Also Read: <a href=\"https:\/\/clickup.com\/blog\/client-presentation\/\">Create a Winning Client Presentation: Tips, Tricks, &amp; Strategies<\/a><\/p>\n\n\n<\/div>\n\n\n<h2 class=\"wp-block-heading\" id=\"2-7-step-client-onboarding-process-\">8-Step Client Onboarding Process&nbsp;<\/h2>\n\n\n\n<p>To help you improve or scale your client onboarding process, we put together the steps\u2014along with some helpful templates\u2014that are sure to impress your new clients right from the start.<\/p>\n\n\n\n<p>Let\u2019s get started!<\/p>\n\n\n\n<h3 class=\"wp-block-heading\" id=\"3-1-set-clear-expectations-around-your-agency-and-what-will-be-delivered\">1. Set clear expectations around your agency and what will be delivered<\/h3>\n\n\n\n<p>You did it! It\u2019s time to celebrate those weeks or months you spent building a relationship with a prospect who has finally become a customer. They\u2019ve felt it, you\u2019ve felt it, and it\u2019s a bright and shiny new opportunity to endear yourself to them.&nbsp;<\/p>\n\n\n\n<p>A proper onboarding experience should do two things:&nbsp;<\/p>\n\n\n\n<ul class=\"wp-block-list\">\n<li>Confirm to your customer that they made the right choice in working with your agency.&nbsp;<\/li>\n\n\n\n<li>Remove any uncertainty by clearly outlining what the client can expect from the relationship.&nbsp;<\/li>\n<\/ul>\n\n\n\n<p>The former is the fun part and is traditionally done by sending your new customer a welcome letter or email and a token of your appreciation. Depending on the tone your agency wants to set, this can be a bundle of branded swag or some treats.&nbsp;<\/p>\n\n\n\n<p>These goodwill gestures elevate your agency to be seen as a partner rather than just another vendor to new clients. The little touches also do wonders to improve your Net Promoter Score (NPS).&nbsp;<\/p>\n\n\n<div style=\"background-color: #d9edf7; color: #31708f; border-left-color: #31708f; \" class=\"ub-styled-box ub-notification-box wp-block-ub-styled-box\" id=\"ub-styled-box-ce2eb575-de5e-4904-aa00-eaf1042a6af8\">\n<p id=\"ub-styled-box-notification-content-\">Also Read: Our list of the <a href=\"https:\/\/clickup.com\/blog\/vendor-management-software\/\">best vendor management software<\/a>! <\/p>\n\n\n<\/div>\n\n\n<p>The second part\u2014setting expectations\u2014is best done in an introduction email that clearly outlines what the client can expect from you. It should define the client onboarding process, introduce your points of contact, include a clear timeline of the next steps, and provide a client onboarding checklist.&nbsp;<\/p>\n\n\n\n<p>This transparency reassures your new clients they made a good investment and bridges the gap between conversion and the onboarding process so they don\u2019t feel like they\u2019re left in limbo.&nbsp;<\/p>\n\n\n<div style=\"background-color: #d9edf7; color: #31708f; border-left-color: #31708f; \" class=\"ub-styled-box ub-notification-box wp-block-ub-styled-box\" id=\"ub-styled-box-d22d1270-1edb-4318-85a7-180707fff4bb\">\n<p id=\"ub-styled-box-notification-content-\">\ud83d\udca1 <strong>Pro Tip: <\/strong>Use <a href=\"https:\/\/clickup.com\/features\/automations\">ClickUp Automations<\/a> to track clients&#8217; progress in the onboarding process, <a href=\"https:\/\/clickup.com\/blog\/project-milestone-examples\/\">celebrate milestones<\/a>, and keep them moving forward. For example, your customer ops team should be automatically tagged when you change a lead\u2019s status from \u201cprospect\u201d to \u201cnew customer\u201d as a reminder to <a href=\"https:\/\/clickup.com\/blog\/client-gift-ideas\/\">send a welcome gift<\/a>.<\/p>\n\n\n<\/div>\n\n<div class=\"wp-block-image\">\n<figure class=\"aligncenter size-full\"><img loading=\"lazy\" decoding=\"async\" width=\"585\" height=\"397\" src=\"https:\/\/clickup.com\/blog\/wp-content\/uploads\/2025\/02\/image-803.png\" alt=\"ClickUp Automations\" class=\"wp-image-426115\" srcset=\"https:\/\/clickup.com\/blog\/wp-content\/uploads\/2025\/02\/image-803.png 585w, https:\/\/clickup.com\/blog\/wp-content\/uploads\/2025\/02\/image-803-300x204.png 300w\" sizes=\"auto, (max-width: 585px) 100vw, 585px\" \/><figcaption class=\"wp-element-caption\">Automate tasks with ClickUp and focus on what truly matters\u2014no coding needed!<\/figcaption><\/figure><\/div>\n\n<div style=\"background-color: #d9edf7; color: #31708f; border-left-color: #31708f; \" class=\"ub-styled-box ub-notification-box wp-block-ub-styled-box\" id=\"ub-styled-box-07c411a4-2689-4154-b00d-0a484ffbdc36\">\n<p id=\"ub-styled-box-notification-content-\">Also Read: <a href=\"https:\/\/clickup.com\/blog\/client-onboarding-checklist\/\">How to Create a Client Onboarding Checklist (+Template)<\/a><\/p>\n\n\n<\/div>\n\n\n<h3 class=\"wp-block-heading\" id=\"4-2-design-and-send-a-client-onboarding-questionnaire\">2. Design and send a client onboarding questionnaire<\/h3>\n\n\n\n<p>You probably conducted a preliminary assessment of the customer during your sales process to ensure you were a good match. Now that the client has signed, it\u2019s time to delve deeper into what they\u2019re looking for. It\u2019s time for a client onboarding questionnaire.&nbsp;<\/p>\n\n\n\n<p>An onboarding questionnaire is a crucial step in a good client onboarding process. It helps you understand the client&#8217;s expectations and what existing assets can help you achieve them. <\/p>\n\n\n<div style=\"border: 3px dotted #000000; border-radius: 0%; background-color: inherit; \" class=\"ub-styled-box ub-bordered-box wp-block-ub-styled-box\" id=\"ub-styled-box-c46a4831-ea73-471c-bcf7-df2e93efa6fd\">\n<p id=\"ub-styled-box-bordered-content-\">For example, customer onboarding questionnaires vary based on the product or service you provide, but <strong>a few questions you could include<\/strong> are:<\/p>\n\n\n\n<ul class=\"wp-block-list\">\n<li>How do you hope our product\/service will help you convert your ICP into customers?<\/li>\n\n\n\n<li>What overall goal(s) do you want to achieve with our product\/service?<\/li>\n\n\n\n<li>What KPIs are you targeting over the next six months or in a year?<\/li>\n\n\n\n<li>How would you like to allocate your budget?<\/li>\n\n\n\n<li>Do you have any pre-existing resources or assets we can leverage to help you reach your goals?<\/li>\n\n\n\n<li>What are some examples of [insert service line] that you like?<\/li>\n\n\n\n<li>Who from your team will be our main point of contact, and who are your key stakeholders?<\/li>\n\n\n\n<li>What is your Ideal Customer Profile (ICP)?<\/li>\n<\/ul>\n\n\n<\/div>\n\n\n<p>These questions will help you determine how you can quickly show value based on the customer\u2019s specific needs and goals for the best customer onboarding process.<\/p>\n\n\n<div style=\"background-color: #d9edf7; color: #31708f; border-left-color: #31708f; \" class=\"ub-styled-box ub-notification-box wp-block-ub-styled-box\" id=\"ub-styled-box-631e029c-b290-433b-a9e2-69afa553f26e\">\n<p id=\"ub-styled-box-notification-content-\">\ud83d\udca1 <strong>Pro Tip: <\/strong>With <a href=\"https:\/\/clickup.com\/features\/forms\">ClickUp Forms<\/a>, you can turn survey responses directly into tasks or simply collect the information you need from a client questionnaire. <\/p>\n\n\n<\/div>\n\n\n<div style=\"height:33px\" aria-hidden=\"true\" class=\"wp-block-spacer\"><\/div>\n\n\n\n<figure class=\"wp-block-embed is-type-video is-provider-youtube wp-block-embed-youtube wp-embed-aspect-16-9 wp-has-aspect-ratio\"><div class=\"wp-block-embed__wrapper\">\n<iframe loading=\"lazy\" title=\"How to Create Your Intake Process with Forms in ClickUp\" width=\"500\" height=\"281\" src=\"https:\/\/www.youtube.com\/embed\/uscd1B_uSr8?feature=oembed\" frameborder=\"0\" allow=\"accelerometer; autoplay; clipboard-write; encrypted-media; gyroscope; picture-in-picture; web-share\" referrerpolicy=\"strict-origin-when-cross-origin\" allowfullscreen><\/iframe>\n<\/div><\/figure>\n\n\n\n<h3 class=\"wp-block-heading\" id=\"5-3-create-a-service-level-agreement-sla\">3. Create a service level agreement (SLA)<\/h3>\n\n\n\n<p>If your contract doesn\u2019t specify responsible parties and due dates for work, consider creating a Service Level Agreement. An SLA takes everything you\u2019ve learned from the onboarding questionnaire and applies it to the contracted terms of your engagement with the customer.&nbsp;<\/p>\n\n\n\n<p>If the contract is the What, explaining your future relationship, the SLA is the Who, When, and How.&nbsp;<\/p>\n\n\n\n<p>For example, your <a href=\"https:\/\/clickup.com\/blog\/business-agreement-templates\/\">contract lays out an agreement<\/a> to provide a marketing strategy for a certain price. The SLA will define how that strategy will be created and delivered, including task owners, timelines, and specific responsibilities of team members.<\/p>\n\n\n\n<p>This ensures both you and your clients are aligned on expectations and have accountability should any part of the agreement not go as planned in your client onboarding process.<\/p>\n\n\n\n<div class=\"wp-block-create-block-cu-image-with-overlay\"><div class=\"wp-block-image\"><figure class=\"aligncenter size-full\"><div class=\"cu-image-with-overlay__overlay\"><img decoding=\"async\" loading=\"lazy\" src=\"https:\/\/clickup.com\/blog\/wp-content\/uploads\/2024\/07\/image-572.png\" alt=\"ClickUp's Services Agreement Template\" class=\"image skip-lazy cu-image-with-overlay__image\" style=\"width:100%;height:auto\"\/><div class=\"cu-image-with-overlay__cta-wrap\"><a href=\"https:\/\/app.clickup.com\/signup?template=kkmvq-6098788\" class=\"cu-image-with-overlay__cta cu-image-with-overlay__cta--#7c68ee\" data-segment-track-click=\"true\" data-segment-section-model-name=\"imageCTA\" data-segment-button-clicked=\"Get Free Template\" data-segment-props=\"{&quot;location&quot;:&quot;body&quot;,&quot;sectionModelName&quot;:&quot;imageCTA&quot;,&quot;buttonClicked&quot;:&quot;Get Free Template&quot;}\" target=\"_blank\" rel=\"noopener noreferrer\">Get Free Template<\/a><\/div><\/div><figcaption class=\"wp-element-caption\">Kickstart and maintain clarity and consistency across all your SLAs with ClickUp&#8217;s Services Agreement Template<\/figcaption><\/figure><\/div><\/div>\n\n\n\n<p><a href=\"https:\/\/clickup.com\/templates\/services-agreement-kkmvq-6098788\">ClickUp&#8217;s Services Agreement Template<\/a> gives you everything you need to create an SLA quickly, including:<\/p>\n\n\n\n<ul class=\"wp-block-list\">\n<li>A comprehensive outline of the services provided<\/li>\n\n\n\n<li>The payment requirements for those services<\/li>\n\n\n\n<li>Clear expectations for project completion<\/li>\n<\/ul>\n\n\n\n<div class=\"wp-block-cu-buttons\"><a href=\"https:\/\/app.clickup.com\/signup?template=kkmvq-6098788\" class=\"cu-button cu-button--purple cu-button--improved\">Get Free Template<\/a><\/div>\n\n\n\n<h3 class=\"wp-block-heading\" id=\"6-4-host-a-project-kickoff-meeting\">4. Set up client accounts<\/h3>\n\n\n\n<p>At this point, you should start setting up the client&#8217;s accounts on the various platforms or software you will be using. This includes setting up accounts and admin rules, setting up payments, and sharing login credentials and training material.  <\/p>\n\n\n\n<p>If you have a client portal, you must set them up on it and give them the necessary walk-through.  <\/p>\n\n\n<div style=\"background-color: #d9edf7; color: #31708f; border-left-color: #31708f; \" class=\"ub-styled-box ub-notification-box wp-block-ub-styled-box\" id=\"ub-styled-box-c9519f85-59d5-47dd-bfdb-811c96f96f05\">\n<p id=\"ub-styled-box-notification-content-\">\ud83d\udca1 <strong>Pro Tip: <\/strong>Create a shared list of things to do at this point using <a href=\"https:\/\/clickup.com\/features\/docs\">ClickUp Docs<\/a> or even a simple <a href=\"https:\/\/clickup.com\/online-to-do-list\">to-do list.<\/a><\/p>\n\n\n<\/div>\n\n\n<h3 class=\"wp-block-heading\">5. Host a project kickoff meeting<\/h3>\n\n\n\n<p>A <a href=\"https:\/\/clickup.com\/blog\/project-kickoff-meeting\/\">kickoff meeting<\/a> solidifies your working relationship. Sure, you may have spent some time getting to know each other prior to this, but your client onboarding process is your opportunity to define how you will function together. During this client onboarding call, you should:<\/p>\n\n\n\n<ul class=\"wp-block-list\">\n<li>Introduce your team<\/li>\n\n\n\n<li>Determine how everyone prefers to communicate and receive the product or service, such as through <a href=\"https:\/\/clickup.com\/integrations\/slack\">Slack<\/a> or email<\/li>\n\n\n\n<li>Establish <a href=\"https:\/\/clickup.com\/blog\/project-scope\/\">project scope<\/a> and goals <\/li>\n\n\n\n<li>Outline how you\u2019ll collaborate, including the cadence of deliveries and how you\u2019ll receive feedback<\/li>\n\n\n\n<li>Present your SLA<\/li>\n\n\n\n<li><a href=\"https:\/\/clickup.com\/teams\/resource-management\">Provide resources<\/a> such as your team\u2019s contact information, <a href=\"https:\/\/clickup.com\/teams\/project-management\">project management<\/a> tool access, and other things your new client needs to know<\/li>\n<\/ul>\n\n\n\n<p>The kickoff call should reinforce expectations set during the contracting and client onboarding process so you start off on the right foot. This creates an opportunity to confirm both teams are aligned on the strategy and service goals before you start digging into projects.<\/p>\n\n\n\n<div class=\"wp-block-create-block-cu-image-with-overlay\"><div class=\"wp-block-image\"><figure class=\"aligncenter size-full\"><div class=\"cu-image-with-overlay__overlay\"><img decoding=\"async\" loading=\"lazy\" src=\"https:\/\/clickup.com\/blog\/wp-content\/uploads\/2024\/10\/image-782.png\" alt=\"ClickUp Agenda Template\" class=\"image skip-lazy cu-image-with-overlay__image\" style=\"width:100%;height:auto\"\/><div class=\"cu-image-with-overlay__cta-wrap\"><a href=\"https:\/\/app.clickup.com\/signup?template=kkmvq-5982548\" class=\"cu-image-with-overlay__cta cu-image-with-overlay__cta--#7c68ee\" data-segment-track-click=\"true\" data-segment-section-model-name=\"imageCTA\" data-segment-button-clicked=\"Get Free Template\" data-segment-props=\"{&quot;location&quot;:&quot;body&quot;,&quot;sectionModelName&quot;:&quot;imageCTA&quot;,&quot;buttonClicked&quot;:&quot;Get Free Template&quot;}\" target=\"_blank\" rel=\"noopener noreferrer\">Get Free Template<\/a><\/div><\/div><figcaption class=\"wp-element-caption\">Stay on top of your meeting agendas with the ClickUp Agenda Template<\/figcaption><\/figure><\/div><\/div>\n\n\n\n<p>Plan your client meetings efficiently with the <a href=\"https:\/\/clickup.com\/templates\/agenda-kkmvq-5982548\">ClickUp Meeting Agenda Template<\/a>. This meeting template helps keep everyone on the same page and accountable for their work, so that every meeting is successful and productive.<\/p>\n\n\n\n<div class=\"wp-block-cu-buttons\"><a href=\"https:\/\/app.clickup.com\/signup?template=kkmvq-5982548\" class=\"cu-button cu-button--purple cu-button--improved\">Get Free Template<\/a><\/div>\n\n\n<div style=\"background-color: #d9edf7; color: #31708f; border-left-color: #31708f; \" class=\"ub-styled-box ub-notification-box wp-block-ub-styled-box\" id=\"ub-styled-box-e4642d20-6a24-46de-b569-b91b9b01c5fe\">\n<p id=\"ub-styled-box-notification-content-\">\ud83d\udca1 <strong>Pro Tip: <\/strong>With <a href=\"https:\/\/clickup.com\/features\/ai-notetaker\">ClickUp&#8217;s AI Notetaker<\/a>, you can stop stressing about meeting notes and focus on what&#8217;s being discussed. <a href=\"https:\/\/app.clickup.com\/?product=ai-notetaker\">Try it today<\/a>. <\/p>\n\n\n<\/div>\n\n\n<div style=\"height:31px\" aria-hidden=\"true\" class=\"wp-block-spacer\"><\/div>\n\n\n\n<figure class=\"wp-block-embed is-type-video is-provider-youtube wp-block-embed-youtube wp-embed-aspect-16-9 wp-has-aspect-ratio\"><div class=\"wp-block-embed__wrapper\">\n<iframe loading=\"lazy\" title=\"Introducing ClickUp AI Notetaker\" width=\"500\" height=\"281\" src=\"https:\/\/www.youtube.com\/embed\/g2uMVutzTnk?feature=oembed\" frameborder=\"0\" allow=\"accelerometer; autoplay; clipboard-write; encrypted-media; gyroscope; picture-in-picture; web-share\" referrerpolicy=\"strict-origin-when-cross-origin\" allowfullscreen><\/iframe>\n<\/div><\/figure>\n\n\n\n<h3 class=\"wp-block-heading\" id=\"7-5-schedule-a-post-kickoff-internal-meeting\">6. Schedule a post-kickoff internal meeting<\/h3>\n\n\n\n<p>The post-kickoff internal meeting helps surface any takeaways from the kickoff call, work through foreseeable roadblocks, and answer questions. Just like the project kickoff meeting aligns your team with your client\u2019s, the post-kickoff internal meeting aligns your different internal teams on the project.<\/p>\n\n\n\n<p>Use this meeting to brief your internal team on the SLA and project scope and assign each task. Set internal expectations and roles so you can consistently and effectively deliver to your client.<\/p>\n\n\n<div style=\"background-color: #d9edf7; color: #31708f; border-left-color: #31708f; \" class=\"ub-styled-box ub-notification-box wp-block-ub-styled-box\" id=\"ub-styled-box-0e132eaf-1f6b-4020-a4f3-f693e2402997\">\n<p id=\"ub-styled-box-notification-content-\">\ud83d\udca1 <strong>Pro Tip: <\/strong>Use ClickUp\u2019s Table view feature to log client requirements and connect <a href=\"https:\/\/clickup.com\/features\/tasks\">ClickUp Tasks<\/a> to them.<\/p>\n\n\n<\/div>\n\n\n<p>The onboarding process should feel like a dual effort. Aligned team members with clear deliverables and expectations provide the best possible outcomes and transfer that energy to positive client experiences.<\/p>\n\n\n\n<p>The easiest way to align teams is through a centralized productivity platform like ClickUp. Teams can easily collaborate on every aspect of a project\u2014without ever needing to hop between tools and platforms.<\/p>\n\n\n\n<div class=\"wp-block-image\">\n<figure class=\"aligncenter size-full\"><img loading=\"lazy\" decoding=\"async\" class=\"wp-image-12956\" src=\"https:\/\/clickup.com\/blog\/wp-content\/uploads\/2020\/11\/image2-4.gif\" alt=\"workload view clickup\" width=\"960\" height=\"497\">\n<figcaption class=\"wp-element-caption\">Use ClickUp\u2019s Workload View to see who is ahead or behind and easily drag-and-drop tasks to reallocate resources<\/figcaption>\n<\/figure>\n<\/div>\n\n\n<div style=\"background-color: #d9edf7; color: #31708f; border-left-color: #31708f; \" class=\"ub-styled-box ub-notification-box wp-block-ub-styled-box\" id=\"ub-styled-box-c2eb1b2d-38d4-4298-b82b-78aa07797864\">\n<p id=\"ub-styled-box-notification-content-\">\ud83d\udca1 <strong>Pro Tip: <\/strong>The <a href=\"https:\/\/help.clickup.com\/hc\/en-us\/articles\/6310449699735-Use-Workload-view\">Workload View in ClickUp<\/a> helps you track each team member&#8217;s workload and realign activities when needed.<\/p>\n\n\n<\/div>\n\n\n<h3 class=\"wp-block-heading\" id=\"8-6-plan-routine-follow-ups\">7. Plan routine follow-ups<\/h3>\n\n\n\n<p>Regular client communications are part of a healthy and productive relationship\u2014especially in the client onboarding process. However, these communications need to serve a clear purpose; either to make your client\u2019s life easier or your project more valuable.<\/p>\n\n\n\n<p>Scheduling <strong>regular monthly <a href=\"https:\/\/clickup.com\/blog\/client-meetings\/\">client meetings<\/a><\/strong> as part of your onboarding process will help your team address any concerns upfront as you work together.&nbsp;<\/p>\n\n\n\n<p>In these meetings, update clients on strategy developments and report on service outcomes to reinforce your value. This helps you stay top of mind for your clients, increasing referrals, providing more opportunities for upsells, and ultimately producing more profits.&nbsp;<\/p>\n\n\n\n<p><a href=\"https:\/\/clickup.com\/templates\/professional-services-project-update-t-30u4qkv\">ClickUp&#8217;s Professional Services Project Update Template<\/a> helps you quickly and easily create comprehensive project updates that keep your client in the loop.<\/p>\n\n\n\n<p><a href=\"https:\/\/clickup.com\/blog\/email-automation\/\">Send a <strong>follow-up email<\/strong><\/a> summarizing what was discussed and <a href=\"https:\/\/clickup.com\/blog\/action-items\/\">action items<\/a> for each team so the customer has a concrete takeaway from your meeting in the onboarding process.<\/p>\n\n\n<div class=\"wp-block-image\">\n<figure class=\"aligncenter size-full\"><img decoding=\"async\" src=\"https:\/\/clickup.com\/blog\/wp-content\/uploads\/2025\/03\/ClickUp-Brain-6-edited.png\" alt=\"\" class=\"wp-image-431235\"\/><figcaption class=\"wp-element-caption\">Generate emails and messages quickly with ClickUp Brain<\/figcaption><\/figure><\/div>\n\n\n<div class=\"wp-block-cu-buttons\"><a href=\"https:\/\/clickup.com\/ai\" class=\"cu-button cu-button--purple cu-button--improved\">Try ClickUp Brain Now<\/a><\/div>\n\n\n<div style=\"background-color: #d9edf7; color: #31708f; border-left-color: #31708f; \" class=\"ub-styled-box ub-notification-box wp-block-ub-styled-box\" id=\"ub-styled-box-a8569665-4a56-48e7-8a9c-fa74c89f3c10\">\n<p id=\"ub-styled-box-notification-content-\">\ud83d\udca1 <strong>Pro Tip: <\/strong><a href=\"https:\/\/clickup.com\/ai\">ClickUp Brain<\/a> can help you summarize <a href=\"https:\/\/clickup.com\/blog\/meeting-notes\/\">meeting notes<\/a> and write emails in your preferred tone of voice. <\/p>\n\n\n<\/div>\n\n\n<p>In addition to monthly meetings, provide <strong>weekly written updates<\/strong> via Slack, email, or the client\u2019s preferred channel. These updates should include planned <a href=\"https:\/\/clickup.com\/blog\/project-deliverables\/\">project deliverables<\/a> and any outstanding action items from the previous week.&nbsp;<\/p>\n\n\n<div style=\"border: 3px dotted #000000; border-radius: 0%; background-color: inherit; \" class=\"ub-styled-box ub-bordered-box wp-block-ub-styled-box\" id=\"ub-styled-box-69e074a4-7311-40a0-a7e2-c8f27750f50d\">\n<p id=\"ub-styled-box-bordered-content-\"><strong>For example<\/strong>, a content marketing firm might include the following items in its weekly update after the initial onboarding process:<\/p>\n\n\n\n<ul class=\"wp-block-list\">\n<li>Proprietary data or subject matter experts you need access to for upcoming projects<\/li>\n\n\n\n<li>A list of <a href=\"https:\/\/clickup.com\/blog\/social-media-templates\/\">social media<\/a> and blog posts that you published for the client in the previous week<\/li>\n\n\n\n<li>What posts the client can expect to be delivered in the current week<\/li>\n\n\n\n<li>Outstanding content approvals you need from the client<\/li>\n<\/ul>\n\n\n<\/div>\n\n\n<p>These updates provide an opportunity to lean into customer questions and get ahead of any potential roadblocks for the coming week, as well as reinforce your value.<\/p>\n\n\n<div class=\"wp-block-image\">\n<figure class=\"aligncenter size-large\"><img loading=\"lazy\" decoding=\"async\" width=\"1400\" height=\"985\" src=\"https:\/\/clickup.com\/blog\/wp-content\/uploads\/2025\/03\/image-186-1400x985.png\" alt=\"ClickUp Chat\" class=\"wp-image-430083\" srcset=\"https:\/\/clickup.com\/blog\/wp-content\/uploads\/2025\/03\/image-186-1400x985.png 1400w, https:\/\/clickup.com\/blog\/wp-content\/uploads\/2025\/03\/image-186-300x211.png 300w, https:\/\/clickup.com\/blog\/wp-content\/uploads\/2025\/03\/image-186-768x540.png 768w, https:\/\/clickup.com\/blog\/wp-content\/uploads\/2025\/03\/image-186-1536x1081.png 1536w, https:\/\/clickup.com\/blog\/wp-content\/uploads\/2025\/03\/image-186-700x493.png 700w, https:\/\/clickup.com\/blog\/wp-content\/uploads\/2025\/03\/image-186.png 1600w\" sizes=\"auto, (max-width: 1400px) 100vw, 1400px\" \/><figcaption class=\"wp-element-caption\">Streamline team communication and turn chats into action with ClickUp Chat<\/figcaption><\/figure><\/div>\n\n<div style=\"background-color: #d9edf7; color: #31708f; border-left-color: #31708f; \" class=\"ub-styled-box ub-notification-box wp-block-ub-styled-box\" id=\"ub-styled-box-5f637563-2a58-4045-8dd0-22c9f1c46f0e\">\n<p id=\"ub-styled-box-notification-content-\">\ud83d\udca1 <strong>Pro Tip:<\/strong> Channels in ClickUp Chat help you and your team stay connected with every client within ClickUp; no more toggling between task management tools, email, and chat software, and all your other tools! <\/p>\n\n\n<\/div>\n\n\n<h3 class=\"wp-block-heading\" id=\"9-7-optimize-your-onboarding-experience\">8. Optimize your onboarding experience<\/h3>\n\n\n\n<p>As companies scale, expect some gaps in the onboarding experience. It\u2019s essential to proactively identify these gaps and optimize accordingly. There are two steps to optimizing your onboarding; <strong>gathering feedback<\/strong> and <strong>collaborating internally<\/strong> to address the feedback.&nbsp;<\/p>\n\n\n\n<p>Start by gathering new client feedback both formally and informally. A successful client onboarding process will ask clients in each follow-up meeting if they have any questions or concerns and note what types of questions are surfacing on a regular basis. <\/p>\n\n\n\n<p>Collect these notes in a <a href=\"https:\/\/clickup.com\/blog\/how-clickup-spaces-help-edwin-vermaas-manage-client-projects\/\">collaborative space<\/a> where your team can sort and analyze them at a later date.&nbsp;<\/p>\n\n\n\n<div class=\"wp-block-create-block-cu-image-with-overlay\"><div class=\"wp-block-image\"><figure class=\"aligncenter size-full\"><div class=\"cu-image-with-overlay__overlay\"><img decoding=\"async\" loading=\"lazy\" src=\"https:\/\/clickup.com\/blog\/wp-content\/uploads\/2024\/09\/ClickUp-Meeting-Minutes-Template.png\" alt=\"Organize meeting details, track key learnings and assign action items effortlessly with ClickUp Meeting Minutes Template\n\" class=\"image skip-lazy cu-image-with-overlay__image\" style=\"width:100%;height:auto\"\/><div class=\"cu-image-with-overlay__cta-wrap\"><a href=\"https:\/\/app.clickup.com\/signup?template=kkmvq-15041\" class=\"cu-image-with-overlay__cta cu-image-with-overlay__cta--#7c68ee\" data-segment-track-click=\"true\" data-segment-section-model-name=\"imageCTA\" data-segment-button-clicked=\"Get Free Template\" data-segment-props=\"{&quot;location&quot;:&quot;body&quot;,&quot;sectionModelName&quot;:&quot;imageCTA&quot;,&quot;buttonClicked&quot;:&quot;Get Free Template&quot;}\" target=\"_blank\" rel=\"noopener noreferrer\">Get Free Template<\/a><\/div><\/div><figcaption class=\"wp-element-caption\">Organize meeting details, track key learnings and assign action items effortlessly with ClickUp Meeting Minutes Template\n<\/figcaption><\/figure><\/div><\/div>\n\n\n\n<p><a href=\"https:\/\/clickup.com\/templates\/meeting-minutes-kkmvq-15041\">ClickUp&#8217;s&nbsp;Meeting Minutes Template<\/a> includes simple, pre-built pages for organizing teams, individual meeting notes, and instructions for getting the most out of&nbsp;your feedback sessions. This collaborative template is a ClickUp Doc designed to provide the perfect outline for a successful meeting summation.<\/p>\n\n\n\n<div class=\"wp-block-cu-buttons\"><a href=\"https:\/\/app.clickup.com\/signup?template=kkmvq-15041\" class=\"cu-button cu-button--purple cu-button--improved\">Get Free Template<\/a><\/div>\n\n\n\n<p>Next, ask for direct feedback by sending out a new-customer onboarding experience questionnaire after each customer has completed onboarding (typically 120 days after signing). <\/p>\n\n\n\n<p>These two forms of feedback will help you uncover what your new client needs and where you\u2019re not meeting the mark in your existing customer success <a href=\"https:\/\/clickup.com\/blog\/workflow-examples\/\">workflow<\/a>.&nbsp;<\/p>\n\n\n\n<h4 class=\"wp-block-heading\" id=\"10-dont-forget-to-collaborate-internally\">Don\u2019t forget to collaborate internally<\/h4>\n\n\n\n<p>Client feedback will tell you where the breakdowns are happening, but now it\u2019s up to your team to come up with a solution. The easiest way to do this is to brainstorm with your team on a <a href=\"https:\/\/clickup.com\/blog\/guide-to-whiteboards-in-clickup\/\">ClickUp Whiteboard<\/a>.<\/p>\n\n\n\n<p>Work collaboratively with your internal onboarding team to group responses and identify themes. Once themes are identified, think about where in <a href=\"https:\/\/clickup.com\/blog\/customer-journey-templates\/\">the customer journey<\/a> you can provide solutions to these gaps.&nbsp;<\/p>\n\n\n\n<div class=\"wp-block-image\">\n<figure class=\"aligncenter size-large\"><img loading=\"lazy\" decoding=\"async\" class=\"wp-image-35229\" src=\"https:\/\/clickup.com\/blog\/wp-content\/uploads\/2022\/03\/image1-5-1400x838.png\" sizes=\"auto, (max-width: 1400px) 100vw, 1400px\" srcset=\"https:\/\/clickup.com\/blog\/wp-content\/uploads\/2022\/03\/image1-5-1400x838.png 1400w, https:\/\/clickup.com\/blog\/wp-content\/uploads\/2022\/03\/image1-5-300x179.png 300w, https:\/\/clickup.com\/blog\/wp-content\/uploads\/2022\/03\/image1-5-768x459.png 768w, https:\/\/clickup.com\/blog\/wp-content\/uploads\/2022\/03\/image1-5-1536x919.png 1536w, https:\/\/clickup.com\/blog\/wp-content\/uploads\/2022\/03\/image1-5-700x419.png 700w, https:\/\/clickup.com\/blog\/wp-content\/uploads\/2022\/03\/image1-5.png 1999w\" alt=\"pharmacy mentor whiteboard example\" width=\"1400\" height=\"838\">\n<figcaption class=\"wp-element-caption\">An example of Lewis Norwood\u2019s Whiteboard for Pharmacy Mentor<\/figcaption>\n<\/figure>\n<\/div>\n\n\n\n<p>Lewis Norwood, head of client relations at <a href=\"https:\/\/clickup.com\/blog\/how-pharmacy-mentor-uses-whiteboards\/\">Pharmacy Mentor<\/a>, explained how his team used ClickUp Whiteboards to successfully identify and solve client onboarding gaps.&nbsp;<\/p>\n\n\n\n<div class=\"wp-block-clickup-clickup-author-quote cu-author-quote undefined\"><blockquote class=\"cu-author-quote__quote\"><p>We literally talked through it, each stage of it we spoke about. By the end, we had agreement and alignment on <a href=\"https:\/\/clickup.com\/blog\/customer-journey-mapping-tools\/\">the customer journey<\/a> and even identified a big gap we never realized.<\/p><\/blockquote><figure class=\"cu-author-quote__author-group\"><figcaption class=\"cu-author-quote__author-info\"><cite class=\"cu-author-quote__author-name\">Lewis Norwood<\/cite><span>,\u00a0<\/span><span class=\"cu-author-quote__author-position\">Head of Client Relations, Pharmacy Mentor<\/span><\/figcaption><\/figure><\/div>\n\n\n<div style=\"background-color: #d9edf7; color: #31708f; border-left-color: #31708f; \" class=\"ub-styled-box ub-notification-box wp-block-ub-styled-box\" id=\"ub-styled-box-807b7f63-b3c1-4236-a713-feb4d11bf8d9\">\n<p id=\"ub-styled-box-notification-content-\">Also Read: <a href=\"https:\/\/clickup.com\/blog\/how-to-ask-for-client-testimonials\/\">The Power of Influence: How to Ask for Client Testimonials That Help You Grow<\/a><\/p>\n\n\n<\/div>\n\n\n<h2 class=\"wp-block-heading\">Best Practices for a Smooth New Client Onboarding Process<\/h2>\n\n\n\n<p>Effective client onboarding is crucial for setting the stage for a strong, long-term relationship. Here are the best practices for a smooth and successful onboarding process:<\/p>\n\n\n\n<ul class=\"wp-block-list\">\n<li><strong>Set clear expectations upfront: <\/strong>Define the scope, deliverables, and communication process. Clarify roles and responsibilities on both sides and identify key milestones<\/li>\n\n\n\n<li><strong>Personalize the onboarding experience: <\/strong>Customize<strong> <\/strong>onboarding based on the client\u2019s specific needs and industry. Assign a dedicated account manager and offer tailored resources and training sessions<\/li>\n\n\n\n<li><strong>Automate and streamline the process: <\/strong>Provide an easy-to-access client portal for documentation and updates. Automate repetitive tasks like welcome emails and use <a href=\"https:\/\/clickup.com\/blog\/client-onboarding-software\/\">client onboarding software<\/a> or CRM systems to track progress<\/li>\n\n\n\n<li><strong>Ensure smooth knowledge transfer: <\/strong>Gather all necessary information from the client through structured intake forms. Share relevant company policies, product guides, or training materials<\/li>\n\n\n\n<li><strong>Focus on communication and engagement: <\/strong>Establish preferred communication channels and frequency for updates and check-ins. Encourage feedback and address concerns promptly<\/li>\n\n\n\n<li><strong>Deliver quick wins to build confidence: <\/strong>Provide immediate value by demonstrating a key feature or service. Identify and showcase early success metrics or small milestones achievements<\/li>\n\n\n\n<li><strong>Measure success and continuously improve: <\/strong>Set measurable onboarding KPIs like time-to-first-value (TTFV). Collect feedback, iterate, and refine the onboarding process<\/li>\n<\/ul>\n\n\n<div style=\"border: 3px solid #9b51e0; border-radius: 0%; background-color: inherit; \" class=\"ub-styled-box ub-bordered-box wp-block-ub-styled-box\" id=\"ub-styled-box-3e604987-cb9d-4b24-a923-c3c52bfc5309\">\n<p id=\"ub-styled-box-bordered-content-\"><strong>Additional resources to manage clients effectively and get outstanding results:<\/strong><\/p>\n\n\n\n<ul class=\"wp-block-list\">\n<li><a href=\"https:\/\/clickup.com\/guides\/the-big-book-for-agency-project-management\">The Big Book for Agency Project Management<\/a><\/li>\n\n\n\n<li><a href=\"https:\/\/clickup.com\/events\/client-onboarding-and-communication-na\">The Sticky Agency\u2019s Guide to Client Onboarding &amp; Communication<\/a><\/li>\n\n\n\n<li><a href=\"https:\/\/clickup.com\/templates\/agency-management-t-90100000747\">Agency Management Template by ClickUp<\/a><\/li>\n\n\n\n<li><a href=\"https:\/\/clickup.com\/templates\/work-package-services-kkmvq-6125244\">ClickUp&#8217;s Work Package Services Template<\/a><\/li>\n\n\n\n<li><a href=\"https:\/\/clickup.com\/blog\/how-our-onboarding-team-uses-clickup\/\">How Our Onboarding Team Uses ClickUp!<\/a><\/li>\n<\/ul>\n\n\n<\/div>\n\n\n<h2 class=\"wp-block-heading\" id=\"12-clickup-your-single-solution-for-managing-client-onboarding-\">ClickUp: Your Single Solution for Managing Client Onboarding&nbsp;<\/h2>\n\n\n\n<p>Imagine a world where you no longer have to toggle between multiple platforms for your CRM, <a href=\"https:\/\/clickup.com\/solutions\/client-project-management\">client project management<\/a>, corresponding documents, and team communications. ClickUp makes that possible.\u00a0<\/p>\n\n\n\n<p>Effortlessly <a href=\"https:\/\/clickup.com\/blog\/victory-omotayo-how-clickup-helps-me-manage-my-clients-content-and-team-in-one-place\/\">manage your clients<\/a>, deliverables, and teams all in one place. ClickUp centralizes your entire workflow into one AI-powered <a href=\"https:\/\/clickup.com\/blog\/crm-and-project-management\/\">CRM and project management<\/a> platform, from customer onboarding to project completion.&nbsp;<\/p>\n\n\n\n<p>We believe the most effective <a href=\"https:\/\/clickup.com\/blog\/client-onboarding-software\/\">client onboarding software<\/a> and the sales process is one that works across teams and encompasses the entire client journey. ClickUp is built on the core concept of improving productivity for teams, which is why we made it fully customizable.<\/p>\n\n\n\n<p>Because a platform that doesn\u2019t work for your unique needs only hinders productivity. <a href=\"https:\/\/clickup.com\/blog\/context-switching\/\">Experience freedom from context switching<\/a> today.<\/p>\n\n\n\n<p><a href=\"https:\/\/clickup.com\/signup\">Sign up for free<\/a> today.<\/p>\n\n\n\n<p><\/p>\n","protected":false},"excerpt":{"rendered":"<p>Success! You\u2019ve signed a new client to your agency. And now you\u2019re ready to show why they made the best decision investing in your team. Even though you\u2019ve got them to sign the agreement, you\u2019re still not done winning over these new clients. After the paperwork, you have to ensure the new client onboarding process [&hellip;]<\/p>\n","protected":false},"author":104,"featured_media":46170,"comment_status":"closed","ping_status":"closed","sticky":false,"template":"","format":"standard","meta":{"ub_ctt_via":"","cu_sticky_sidebar_cta_is_visible":true,"cu_sticky_sidebar_cta_title":"Start using ClickUp today","cu_sticky_sidebar_cta_bullet_1":"Manage all your work in one place","cu_sticky_sidebar_cta_bullet_2":"Collaborate with your team","cu_sticky_sidebar_cta_bullet_3":"Use ClickUp for FREE\u2014forever","cu_sticky_sidebar_cta_button_text":"Get Started","cu_sticky_sidebar_cta_button_link":"","_uf_show_specific_survey":0,"_uf_disable_surveys":false,"footnotes":""},"categories":[986,756],"tags":[],"class_list":["post-46081","post","type-post","status-publish","format-standard","has-post-thumbnail","hentry","category-agencies","category-marketing"],"featured_image_src":"https:\/\/clickup.com\/blog\/wp-content\/uploads\/2022\/12\/client-onboarding-blog-feature.png","author_info":{"display_name":"Sudarshan Somanathan","author_link":"https:\/\/clickup.com\/blog\/author\/sudarshan\/"},"yoast_head":"<!-- This site is optimized with the Yoast SEO plugin v25.6 - https:\/\/yoast.com\/wordpress\/plugins\/seo\/ -->\n<title>8 Step Client Onboarding Process with Templates | ClickUp<\/title>\n<meta name=\"description\" content=\"Follow this 8-step client onboarding guide to reduce churn and delight your new clients\u2014including easy-to-use templates.\" \/>\n<meta name=\"robots\" content=\"index, follow, max-snippet:-1, max-image-preview:large, max-video-preview:-1\" \/>\n<link rel=\"canonical\" href=\"https:\/\/clickup.com\/blog\/client-onboarding\/\" \/>\n<meta property=\"og:locale\" content=\"en_US\" \/>\n<meta property=\"og:type\" content=\"article\" \/>\n<meta property=\"og:title\" content=\"8 Step Client Onboarding Process with Templates | ClickUp\" \/>\n<meta property=\"og:description\" content=\"Follow this 8-step client onboarding guide to reduce churn and delight your new clients\u2014including easy-to-use templates.\" \/>\n<meta property=\"og:url\" content=\"https:\/\/clickup.com\/blog\/client-onboarding\/\" \/>\n<meta property=\"og:site_name\" content=\"The ClickUp Blog\" \/>\n<meta property=\"article:publisher\" content=\"https:\/\/www.facebook.com\/clickupprojectmanagement\" \/>\n<meta property=\"article:published_time\" content=\"2026-01-06T12:23:00+00:00\" \/>\n<meta property=\"article:modified_time\" content=\"2026-01-09T19:01:09+00:00\" \/>\n<meta property=\"og:image\" 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