New client onboarding checklist
- What onboarding one client costs
- $120.75
- Onboarding hours per new client
- $3.45
- What a month of onboarding costs
- $724.50
Every figure here comes from the inputs you enter and the method stated beside it: your client count, your tasks, your rates. The site publishes no KYC rule and no legal rule; the only external figures on it are competitor prices, named and dated where they appear.
The figures above start from a worked example ($120.75). Change any input and the answer updates as you type.
Download the New client onboarding checklist worked example (CSV)
This is a new client onboarding checklist from the practice's side: the tasks that turn a signed client into a working one, and what running them costs you. Enter your own figures in the worksheet: how many new clients a month, how many tasks on your checklist, the minutes each takes, the hourly rate of whoever runs it, and how often a task is redone for missing details. It works the hours and the cost per client and per month on the page, free, no account. Every figure is yours; the site publishes none of its own.
New client onboarding checklist: common questions
Is this new client onboarding checklist free?
Yes. The worksheet computes on the page with no account and no card, and prints as it stands. The paid plan is about the record: the checklist run against each client in the book, visible to the whole practice.
What tasks belong on a new client onboarding checklist?
The engagement paperwork filed, contacts and billing details captured, accesses and folders set up, the welcome and expectations sent, the first work scheduled, and whatever your trade adds. The worksheet takes your task count as an input precisely because every practice's list differs.
Where do the worksheet's figures come from?
From you. Clients, tasks, minutes, the rate and the rework share are all your inputs, and the method is stated on the page: tasks at minutes each plus the redone share, at your hourly rate. Change any input and the answer updates as you type.
Retainvo Pro
Keeping what you make
The checklist is free. Pro is what happens after the client signs: they land in the book as a record, the onboarding runs against it task by task, and they get a portal door with your name on it instead of an email thread.
- The onboarding summary as a clean PDF
- No Retainvo mark on your paperwork
- Save a half-done checklist and finish it later
- Your practice name and logo on the portal and the paperwork
- Every client and record, exported in one go
- Send the portal invite from the record
- Take the setup fee or retainer by card
- Client fees flow to your bookkeeping
$29per month, whole team
Start Retainvo Pro PricingRetainvo Pro is $29 per month, billed monthly, and renews each month at that price until you cancel. The price and renewal terms are shown again before checkout.
Cite or embed this figure
New client onboarding checklist (What onboarding one client costs): $120.75, Retainvo, worked example.
Cite as: "New client onboarding checklist, Retainvo", updated 2026-09-04, https://retainvo.com/tools/new-client-onboarding-checklist/.