Client onboarding is the process of welcoming new clients into your business and familiarizing them with your company’s products or services. A client onboarding checklist can help ensure that you cover all the necessary steps during this process, from obtaining contact information to providing training on how to use your product or service. Having a formalized client onboarding process can help reduce the likelihood of missed opportunities or misunderstandings, and can help ensure that your new clients are happy with their experience working with your company.