Onboarding a New Client icon

Onboarding a New Client


Download your free Onboarding a New Client template to personalize and use in your bookkeeping or accounting firm.

A preview of the 'Onboarding a New Client' templateOnboarding a New ClientReady to Start2 AutomatorsComplete all initial client onboarding activitiesCompletedPut signed contract in Dropbox and move client folder from "Leads" "Clients".CompletedFollow client on social media.CompletedAdd email to newsletter list.CompletedAdd birthday to calendar.CompletedChase form 64-8 until recieved.Ready To StartDue TodayChase MLR information until received.Ready To StartDue TodayEmail the team about the client.Ready To StartDue Today

A lot needs to happen when your firm signs a new client—often by several different members of your team. A detailed process that you can replicate for each new client is the only way to make sure all bases are covered. This is the process used by London accounting firm, BOSS, to onboard their clients in the UK.

Some steps in this process are specific to United Kingdom accounting requirements, but it's a great example of how a fast-growing firm is achieving success. Your firm can tailor these steps to suit the needs of your prospective clients.

Back Office Support Solutions (BOSS) are experts in accounting and financial matters assisting all manner of London businesses. They're a paperless firm who utilize new technologies to be more efficient and transparent.

This process is one of three provided by BOSS, which all relate to their customer journey. You can also check out how they onboard their clients (once their leads are converted), and how they offboard clients at the end of their relationship.

Download the Template

Download your Onboarding a New Client template now.

  • .XLSX File

Add to Karbon

Get more out of this template by adding it to Karbon, including:

  • Time and Budget Estimates
  • Task Automation
  • Client Task Automation
  • Client Work Scheduling

Related Templates

Lead Management icon
Client Offboarding icon
Client Onboarding icon