Client onboarding systems
- Rows the checklist needs (steps plus document requests)
- 18
- Onboardings in flight at any moment
- $5.52
- Your onboarding minutes a month
- 1,440
The numbers on this page come from the inputs you enter and the method stated: 30.44 days to a month, eight hours to a working day, sixty seconds to a minute, and nothing else. No benchmark, no industry average and no assumption about how long your onboarding should take.
A client onboarding system is not a project tool with a different label. It answers one question a firm cannot otherwise answer on a Monday morning: of the fourteen clients who signed in the last six weeks, which ones have actually started, and what is each of the others waiting on. Kickoffo is built around that answer, with the steps and the document requests on the record rather than in an inbox.
Open the Customer onboarding checklist Free to use. No account, no card, no trial clock.
Write the onboarding down once
Your steps, in your order, with the documents you request at each one. The free worksheet sizes it first so you know what the checklist costs before you commit to it.
Run every client through the same one
Each new client gets the same checklist, so the fifteenth onboarding is as good as the first and a new starter can run one without shadowing anybody.
Make the waiting visible
A document you asked for and did not get is the single most common reason onboarding stalls. On the record it is a queue; in an inbox it is somebody's memory.
Will it do what you need for Client onboarding systems?
Tell us how your firm onboards a client today and where it stalls; a person who has run this answers.
Client onboarding systems: common questions
Is this a CRM? No. A CRM holds the relationship and the pipeline before the signature. Kickoffo starts at the signature and ends when the client is started; the CRM keeps whatever it already keeps.
Can we run different onboardings for different services? Yes. The checklist is yours and you can keep more than one; each client's onboarding is a copy of whichever one you started it from.
Does it chase clients for us? It shows you what is outstanding and lets you send the request from the record. It does not send automated sequences on your behalf, and it will not pretend a chase happened that did not.