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6 min read

The 6-step client onboarding checklist (with template)

Getting a new client up to speed shouldn't feel like reinventing the wheel every time. Here's a customer onboarding checklist to streamline your to-do list.

By Steph Knapp · October 18, 2023
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Steph Knapp

Steph Knapp is a freelance B2B + SaaS content marketer that loves educating and empowering curious humans. When she's not typing away, you'll find her volunteering at the animal shelter and obsessing over a new hobby every week.

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Why client onboarding may be blocking business growth (and how to un-block it)
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Why client onboarding may be blocking business growth (and how to un-block it)

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