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New Client Intake Checklist

A comprehensive checklist designed to guide professionals through the process of onboarding new clients, ensuring all necessary information is collected and proper procedures are followed.

New Client Intake Checklist

by: audit-now
4.2

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About This Checklist

A New Client Intake Checklist is an essential tool for businesses to streamline their onboarding process and ensure a smooth transition for new clients. This comprehensive checklist helps organizations gather crucial information, set expectations, and establish a strong foundation for client relationships. By implementing this checklist, businesses can improve efficiency, reduce errors, and enhance client satisfaction from the very beginning of the engagement. The New Client Intake Checklist addresses common pain points such as missing information, miscommunication, and inconsistent onboarding experiences, ultimately leading to better client retention and increased profitability.

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Industry

Professional Services

Standard

Workspaces

Client Service Center
Office Buildings
Office Buildings

Occupations

Client Service Managers
Account Executives
Business Development Managers
Administrative Assistants
Compliance Officers
1
Is the client intake process compliant with company policies?
2
What is the average time taken for client onboarding (in days)?
Min: 0
Target: 30
Max: 90
3
How satisfied are clients with the onboarding process?
4
Have risk management procedures been implemented during client onboarding?
5
Is the onboarding process clearly documented and communicated to clients?
6
What is the client retention rate within six months post-onboarding (%)?
Min: 0
Target: 85
Max: 100
7
What feedback have clients provided regarding the onboarding process?
8
When was the last review conducted on the onboarding process?
9
What is the assessed risk level for this client's onboarding process?
10
Has a background check been completed for the client?
11
What is the client risk score based on the assessment (1-10)?
Min: 1
Target: 5
Max: 10
12
When is the next review date for the client's risk assessment?
13
How would you rate the quality of service provided during the onboarding process?
14
What areas for improvement have been identified in the onboarding process?
15
How many hours of training have been provided to staff involved in the onboarding process?
Min: 0
Target: 20
Max: 100
16
When was the last review of client feedback conducted regarding the onboarding process?
17
Is the onboarding process compliant with all relevant regulations?
18
Has a client agreement been signed before proceeding with onboarding?
19
How many compliance issues were identified during the onboarding process?
Min: 0
Target: 0
Max: 50
20
When is the next scheduled compliance audit for the onboarding process?

FAQs

Various businesses can benefit, including law firms, financial advisors, consulting firms, healthcare providers, and any service-based industry that regularly onboards new clients.

Essential information includes client contact details, service requirements, billing information, relevant documentation, communication preferences, and any specific needs or concerns of the client.

It's recommended to review and update the checklist at least annually or whenever there are significant changes in business processes, regulations, or client needs.

Yes, the checklist can and should be customized to fit the specific needs of different client types or service offerings to ensure all relevant information is captured.

Technology can be used to create digital checklists, automate data entry, integrate with CRM systems, and provide a seamless onboarding experience through client portals or mobile apps.

Benefits of New Client Intake Checklist

Ensures consistent and thorough client onboarding process

Reduces errors and omissions in client information gathering

Improves client satisfaction and sets clear expectations

Streamlines workflow and increases operational efficiency

Enhances compliance and risk management