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Free onboarding checklist template for clients and new employees.
. Covers pre-onboarding, Day 1, first week, first month, and 90-day milestones with actionable tasks.
Two comprehensive onboarding checklists — one for new clients and one for new employees. Cover every phase from pre-onboarding through the 90-day milestone.
Before kickoff
First meeting
Days 2-7
Days 8-30
Before Day 1
First day
Days 2-5
Days 6-30
Days 31-90
Onboarding is one of many processes to systemize. Our templates collection covers SOPs, project management, and workflow automation for growing teams.
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Free post-mortem template for incident reviews.
Read Article →TEMPLATEFree business budget planner with income categories, expense tracking, profit margins, and monthly forecasting.
Read Article →TEMPLATEFree user story map template with structured sections for epics, user stories, acceptance criteria, and sprint planning.
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A thorough client onboarding checklist should cover welcome communication, contract and payment setup, access provisioning, kickoff meeting scheduling, expectations alignment, key milestone definitions, communication preferences, and a 30-60-90 day success roadmap.
Client onboarding typically takes 1-2 weeks for services and 30 days for complex SaaS products. Employee onboarding should span 90 days minimum. The first 7 days are critical — 86% of new hires decide whether to stay within their first 6 months based on onboarding experience.
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