New Client Welcome Checklist
A new client is easier to start when the same steps are checked off every time. This new client welcome checklist records the client, the engagement start date, the services, which setup steps are done, anything still missing, and an owner or manager signature. It follows your firm's process. It does not decide whether an engagement is in place. Edit the services and the steps, try it, then use one link per new client.
Last reviewed November 9, 2026 by FormSign team.
Edit it, try it, then create an account to save and share.
Build for free. Pay once a workflow goes live at 10 submissions or 2 documents sent for signature.
Questions in this template
Client
- Client or business name (required)
- Email (required)
- Engagement start date (required)
Services
- Services (required)Bookkeeping · Tax prep · Payroll · Advisory · Other
Steps
- Steps doneCheck the steps that are already finished.Intake sent · Engagement signed · Documents requested · Portal access · Kickoff call
- Missing itemsOptional. What is still open.
Signature
- Signature (required)Owner or manager.
- Date (required)
What is a new client welcome checklist?
A new client welcome checklist is the list of setup steps your team already uses: what was sent, what was signed, and what is still missing. It is a process record, not a decision about the engagement.
When to use it
- When a new client has said yes and setup is starting.
- When more than one person touches the same setup.
- When you want missing items written down, not only remembered.
- When an owner or manager should sign that the list was reviewed.
What to include
Who the client is
Client or business name, email, and engagement start date.
Services
The services this client is here for.
Steps done
Intake sent, engagement signed, documents requested, portal access, and kickoff call.
What is still open
Missing items, plus an owner or manager signature and date.
Why FormSign
Each new client becomes a row on your FormSign board, so you can see which steps are done. The starter letter uses each question's label as a placeholder, so a copy of the checklist matches the form.
This template is a starting point, not legal advice. It records steps your team already follows. It does not decide whether an engagement is in place.
Questions
Does this checklist decide that an engagement is in place?
No. It only records which steps are done. Your usual process decides the rest.
What if none of the steps are done yet?
Leave the steps blank and list what is still open under missing items. You can update the row as setup moves.
Can I change the services and the steps?
Yes. Edit both lists so they match the words your team already uses.
Who should sign?
The owner or manager who reviewed the list. The signature records that review.
Do I need an account to try it?
No. Open the template, edit the steps and test it. You'll create an account when you want to save it and send it.
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Start with this template
Build for free. Pay once a workflow goes live at 10 submissions or 2 documents sent for signature.