UK Client Onboarding Process Generator
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🏢

What is your company name?

The name of your business conducting the onboarding

📅

When is this process effective?

The date this onboarding process document is created

💼

What type of service do you provide?

Your primary business service offering

📊
Consulting & Advisory
⚖️
Professional Services
🎨
Creative Services
💻
Technology & IT
✏️
Custom Service
📞

How do clients first contact you?

Your primary initial contact channel

☎️
Phone Call
📧
Email
🌐
Website Form
🤝
In-Person Meeting
📋

What client information do you collect?

Key information needed to begin service

💡 Under UK GDPR, you must have a lawful basis for collecting personal data and inform clients how their data will be used.
⏱️

How quickly do you respond to inquiries?

Your standard response timeframe

⚡
Same Day
📅
Within 24 Hours
🕐
Within 48 Hours
✏️
Custom Timeline
💬

Do you offer an initial consultation?

Free or paid initial meeting with prospects

✅
Yes, Free Consultation
💷
Yes, Paid Consultation
➡️
No Formal Consultation
📄

What documents do clients need to sign?

Required agreements and forms

💡 All client contracts should comply with UK consumer protection laws and clearly state cancellation rights where applicable.
💳

What are your payment terms?

How and when clients pay for services

⚡
100% Upfront
💰
Deposit + Balance
📊
Milestone Payments
📅
Monthly Retainer
✅
Payment on Completion
✏️
Custom Terms
💡 Under UK Late Payment Legislation, you're entitled to charge interest on late payments at Bank of England base rate plus 8%.
🖥️

Do you provide a client portal or system?

Online platform for client access

✅
Yes, Portal Access
📧
No, Email Only
📦

What's included in your welcome package?

Materials sent to new clients

👤

Who is the client's main point of contact?

Primary contact person or role

👔
Dedicated Account Manager
🎯
Project Lead
👥
Team Lead
🏢
Business Owner
✏️
Other Role
📊

How often do you update clients?

Regular communication schedule

📅
Daily Updates
📆
Weekly Updates
🗓️
Fortnightly Updates
📋
Monthly Updates
🎯
At Key Milestones
✏️
Custom Schedule
⭐

How do you ensure quality and satisfaction?

Quality control and feedback processes

🎓

What happens at project completion?

End-of-service procedures

💡 Under UK consumer law, services must be performed with reasonable care and skill. Proper completion procedures protect both parties.

Your Onboarding Process is Ready

Review your customized client onboarding procedure below

Export to Word for customization or manual editing beyond the standard template.

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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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