[{"data":1,"prerenderedAt":-1},["ShallowReactive",2],{"doc-detail-188171-en":3,"doc-seo-188171-105":30,"detail-sidebar-cat-1-en-105":92},{"code":4,"msg":5,"data":6},0,"success",{"doc_id":7,"user_id":8,"nickname":9,"user_avatar":10,"doc_module":11,"category_id":12,"category_name":13,"doc_title":14,"doc_description":15,"doc_content":16,"file_id":17,"file_url":18,"file_type":19,"file_size":20,"view_count":11,"is_deleted":4,"is_public":11,"is_downloadable":11,"audit_status":11,"page_count":21,"language":22,"language_code":23,"site_id":24,"html_lang":23,"table_of_contents":25,"faqs":26,"seo_title":27,"seo_description":15,"update_tm":28,"read_time":29},188171,16904993612988,"Olivia Brown","https://ap-avatar.wpscdn.com/davatar_a8503ba1806abce46bf441b54a3ca4cd",1,17,"Forms","Client Onboarding Checklist - Implementation Preparation","Client onboarding checklist for coordinating tasks after receiving a signed contract. Covers internal notifications, assigning an onboarding specialist and bookkeeping team, sending a welcome email with onboarding introductions and a scheduling link, and requesting information through a client onboarding questionnaire. Specifies timing for each activity and includes marketing-administrative follow-ups such as social media and newsletter signup. Also outlines setup of a secure questionnaire submission, collection of bank details with read-only access, user credentials, success metrics, and optional client-dependent document requests.","| Receive and file signed\u003Cbr>contract/engagement letter from client (note: filing contract not required when using Practice Ignition) | Sales | End of proposal process | . |\n| --- | --- | --- | --- |\n| Inform your team about the new client | Admin | \u003C1 business day after receiving signed contract | Yes |\n| Assign internal team to your new client (Onboarding Specialist, Bookkeeping Team) | Admin | . | . |\n| Send welcome email to your client & schedule implementation call. Include:\u003Cbr>A warm welcome on behalf of your team Introduction to onboarding specialist(s)\u003Cbr>Calendly link to schedule kickoff call\u003Cbr>Request for information (Client Onboarding Questionnaire) | Onboarding\u003Cbr>.\u003Cbr>.\u003Cbr>.\u003Cbr>. | Within 2 business days after receiving signed contract\u003Cbr>.\u003Cbr>.\u003Cbr>.\u003Cbr>. | Yes\u003Cbr>.\u003Cbr>.\u003Cbr>.\u003Cbr>. |\n| Other:\u003Cbr>Follow client on social media (Twitter, Instagram, Facebook, LinkedIn)\u003Cbr>Add client to email newsletter\u003Cbr>Add client start date/birthday as a recurring annual event in your calendar | .\u003Cbr>Marketing / Admin\u003Cbr>Marketing / Admin\u003Cbr>Admin | .\u003Cbr>Within 3 business days after receiving signed contract\u003Cbr>Within 3 business days after receiving signed contract\u003Cbr>Within 3 business days after receiving signed contract | .\u003Cbr>No\u003Cbr>No\u003Cbr>No |\n\n| Set up and send an onboarding questionnaire to your client (this can be automated using Practice Ignition & Zapier)\u003Cbr>Ask for:\u003Cbr>Business information (address, phone number, etc.)\u003Cbr>Main point of contact (name, email)\u003Cbr>Bank details & read-only bank access\u003Cbr>User names & email addresses (for app setup & permission level-will vary by app)\u003Cbr>Metrics for success | Onboarding\u003Cbr>.\u003Cbr>.\u003Cbr>.\u003Cbr>.\u003Cbr>. | 10-15 business days before kickoff meeting\u003Cbr>.\u003Cbr>.\u003Cbr>.\u003Cbr>.\u003Cbr>. | Yes\u003Cbr>.\u003Cbr>.\u003Cbr>.\u003Cbr>.\u003Cbr>. |\n| --- | --- | --- | --- |\n| Other items to request (depending on client):\u003Cbr>Consent forms\u003Cbr>Incorporation documents\u003Cbr>Payroll information | Onboarding\u003Cbr>.\u003Cbr>.\u003Cbr>. | 10-15 business days before kickoff meeting\u003Cbr>.\u003Cbr>.\u003Cbr>. | Yes\u003Cbr>.\u003Cbr>.\u003Cbr>. |","cbCaivYEuI3SgTqw","https://ap.wps.com/l/cbCaivYEuI3SgTqw","pdf",2084951,23,"English","en",105,"# Onboarding after signed contract\n## Team notification and internal assignments\n## Welcome email and implementation call scheduling\n# Client questionnaire and required information\n## Business, contacts, and bank access\n## User setup and success metrics\n# Additional requested items\n## Consent and incorporation documents\n## Payroll information","[{\"question\":\"What happens after a signed contract is received?\",\"answer\":\"The signed contract/engagement letter is filed, the team is informed within the next business day, and internal responsibilities are assigned for onboarding and bookkeeping.\"},{\"question\":\"What should be included in the welcome email?\",\"answer\":\"The email should include a warm welcome, introductions to onboarding specialists, a Calendly link to schedule the kickoff call, and a request for information via the client onboarding questionnaire.\"},{\"question\":\"How should the onboarding questionnaire be set up and what information is requested?\",\"answer\":\"The questionnaire can be automated, and it should collect business details, main point of contact, bank details with read-only access, user names and email addresses for app setup, and metrics for success.\"}]","Client Onboarding Checklist - 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