UK Client Onboarding Process - Editor

Client Onboarding Process Editor

Fill in the details below to generate your customized onboarding procedure

🏢 Company Information

💼 Service Type

? Select the type of service your business provides to clients. Choose 'Custom' to describe specialized or unique services.

📞 Initial Contact Process

? How do prospective clients typically first reach out to your business? This helps set expectations for initial communication.
? Your standard timeframe for responding to new inquiries. Setting clear expectations helps build trust with prospects.

📋 Client Information Collection

? List all information you collect from prospects during initial contact. Under UK GDPR, you must have a lawful basis and inform clients how data will be used.
List each piece of information on a new line with bullet points
💡 Under UK GDPR, you must have a lawful basis for collecting personal data and inform clients how their data will be used in your privacy policy.

💬 Initial Consultation

? Do you offer an initial consultation to discuss project requirements? This can be free or paid, or you may proceed directly to proposal.

📄 Required Documentation

? List all documents clients must complete or sign before work begins. Include contracts, NDAs, and compliance documents.
💡 All client contracts should comply with UK consumer protection laws and clearly state cancellation rights where applicable.

💳 Payment Terms

? How do clients pay for your services? Choose the payment model that best fits your business.
? When are invoices due? Under UK law, you can charge interest on late payments (Bank of England base rate plus 8%).
💡 Under UK Late Payment Legislation, you're entitled to charge interest on late payments at Bank of England base rate plus 8%.

🖥️ Client Portal & Systems

? Do you provide clients with an online portal for project tracking, documents, and communication?

📦 Welcome Package

? What materials do new clients receive when onboarding begins? Include documents, guides, and information packets.

👤 Client Point of Contact

? Who serves as the client's main point of contact throughout the service period?

📊 Communication & Updates

? How often do you provide regular progress updates to clients?

⭐ Quality Assurance

? How do you ensure quality and client satisfaction throughout the service period?

🎓 Project Completion & Handover

? What happens when a project is completed? Include sign-off procedures, handover, and post-project support.
💡 Under UK consumer law, services must be performed with reasonable care and skill. Proper completion procedures protect both parties.

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⚖️ Professional Business Template Expert-Designed Client Onboarding Process

This onboarding process template has been carefully designed based on UK business best practices and compliance requirements. It provides a professional framework but should be customized to your specific business needs. You can take advantage of our limited time offer and lock in to receive lifetime access to this document via our secure online portal, with free lifetime updates. For tailored business advice and complete peace of mind, you can book a consultation with one of our professional advisors here.

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