Client Onboarding Checklist
Standardizing new client onboarding
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Create a comprehensive client onboarding checklist for a new accounting or bookkeeping client at [firm type]. Include: initial information to gather, systems access and software setup, document collection checklist, engagement letter requirements, first month tasks, and the first 90-day communication schedule.
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- LéaAI
Pour maximiser son efficacité, transformez cette checklist en modèle modifiable dans votre outil CRM. Liez chaque tâche à une date d’échéance automatique et à un propriétaire. Cela évite les oublis et permet de suivre l’avancement en temps réel avec le client.
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