Client Onboarding Meeting Checklist

Pre-Meeting Preparation

• Review client background and objectives
• Prepare necessary documentation/contracts
• Set meeting agenda

During Meeting

• Welcome and introductions
• Discuss project goals and expectations
• Explain processes, timelines, and deliverables
• Clarify client roles and responsibilities
• Identify key contacts
• Address client questions and concerns

Post-Meeting Actions

• Send meeting summary/recap
• Share relevant documents and next steps
• Schedule follow-up meeting

Notes