How to Onboard a New Client: 6 Steps

When starting a project with a new client, properly onboarding that client is key to making sure your engagement is a success.

Think of client onboarding as the opportunity to give your client a roadmap for the work that lies ahead. Onboarding ensures everyone is on the same page when it comes to key project details and milestones, and provides an opportunity to outline a communication plan and answer any final questions.

6 Steps to Onboard a New Client

Follow these six steps to onboard a new client and make sure your client has a positive experience working with you.

1. Schedule an Onboarding Meeting

If possible, hold a client onboarding meeting with a new client in-person. This can be a great opportunity to get to know one another better and establish a trusting relationship. If face-to-face isn’t an option, set up a virtual meeting well ahead of time and be sure to distribute an agenda and any project details you’ll be referencing to participants.

During the meeting, start by briefly reviewing project details, and answer or clarify any lingering questions. Ensure that your client, along with any relevant project stakeholders, are familiar with your work hours and know how to get in touch with you. Also take some time to learn how they work best and their ideal contact method.

2. Review Roles and Responsibilities

Once initial questions are out of the way, take time to review project goals, milestones, and processes. Walk through the roles of everyone involved with the project and talk about expectations for each person. Be sure to be transparent here; sugar-coating what you expect of a client on their end can lead to miscommunication down the road. If an expectation or responsibility you have in mind doesn’t seem to go over well with your client, take the time now to talk through it and figure out a solution so both parties are happy.

3. Discuss Desired Outcomes

Client onboarding meetings are a great opportunity to learn more about your client and how they operate—especially if you haven’t worked with them in the past. Take some time to talk generally about what success means to you. Ask your client the same question, and then engage in a conversation about what success means to both of you for this project and how you can work together to achieve it. Use this time to talk through project milestones and how they align with your plan for success.

4. Anticipate Roadblocks and Plan Ahead

If you haven’t established a communication plan yet, now is the time to do so. How do you plan to report progress to your client? Some clients prefer PowerPoint presentations with chart; some prefer detailed project trackers in Excel. Find out which works best for them and accommodate.

What are their expectations? Write down a checklist of responsibilities or small deliverables that each of you will be responsible for at your next meeting.

If you need anything from your client in order to start, such as access to internal systems or additional company information, let them know and create a plan so you can get to work. Lastly, take one more walk through the project timeline to make sure everyone is on the same page.

5. Ask for Feedback

Give your client the opportunity to ask any remaining questions they have and be ready to listen. If you’re unable to answer a particular question right away, let your client know that you will follow up with a call or email as soon as you can.

6. Take Notes and Follow Up

Throughout your client onboarding meeting, be sure to take detailed notes. If you are meeting in person, write notes down on a whiteboard, or project your computer screen. If you are meeting virtually, share a document in real time. It’s often helpful to visually see notes in the moment, because if your client interprets something differently than you, you can clarify it right away. after the meeting, follow up with all participants by sending them a short summary of what was discussed, action items for your next meeting, and the meeting notes you took.