On-Boarding Client Checklist

On-Boarding Client Checklist

Google Form

• Add client to billing doc. Fill out all columns. Solidify with the client how much they will pay each month.
• Discuss payment methods (Sales Receipts vs Invoices)
• Add client as a customer in Quickbooks
  • Be sure to find out how they found us so we can add the correct Referral Source on the billing doc as well as QB
  • The QB label defaults to the individual’s name.  Switch the dropdown to be the business name. The reason it’s important is that the invoices reflect that label.  It will address the invoice individual not the company.
• Make sure we have a contact name and email, as well as any necessary billing information
  • Add the FULL billing information into the Notes as well as the Billing Information.  This is handy when needed for AdWords or Webfaction. Be sure to get FULL billing info including billing address and name on the card
• Create and send new invoice or sales receipt
• Create a monthly report and monthly plan and email them to the client
• Complete client tasks and monthly communication on time