OnBrioOnBrio Glossary
Onboarding Checklist
An onboarding checklist is a standardized sequence of steps used to set up a new client, covering the contract, intake forms, tool access, and kickoff scheduling.
A standardized sequence of steps used to set up a new client: contract, intake forms, tool or portal access, and kickoff scheduling. A consistent checklist prevents dropped steps as an agency grows and hands new-client setup to different team members.
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About Onboarding Checklist
An onboarding checklist is a standardized sequence of steps used to set up a new client, covering the contract, intake forms, tool access, and kickoff scheduling.
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