The Ultimate Collection of 50 Onboarding Checklist Templates for Workplace Success.

Whether you're an accountant, a real estate agent, or an insurance broker, launching a streamlined client onboarding process is a must-have for your teams.

Building a digital checklist will save you time when deploying your client onboarding program, launching a project, or introducing your services.

A digital onboarding checklist will be valuable to your business in creating a standardized and seamless mutual action plan for your stakeholders and team.

Enjoy our list of 50 Free Industry-Specific Onboarding Checklists that you can share with your daily stakeholders or tweak according to your needs.

Streamline the onboarding process for your organization 

That is no surprise why checklists and to-do lists, particularly when used at work, are so effective.

They can increase focus, accelerate your work and help you keep track of everything that needs to be done in a timely and efficient manner.

We compiled a collection of 50 ready-to-go onboarding checklists that you can straightaway share with your daily stakeholders or modify according to your needs.

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What industry-specific onboarding checklists you’ll find:

  • Finance Teams
  • Insurance Companies
  • Real estate Agencies
  • Legal Service Providers
  • Marketplaces and e-commerce
  • Public Services and Administration
  • Educational Institutions
  • Healthcare Professionals
  • HR Teams
  • and more
Get Free Templates ->

Get to know Clustdoc:

Clustdoc is a professional Client Onboarding and Verification Software.


Many teams use Clustdoc to orchestrate, run and manage repeated industry-specific onboarding workflows with clients or stakeholders.

With Clustdoc you can:

• Automate routine workflows - no more paper documents

• Get rid of manual tasks and decrease approval lag time

• Stop chasing data and files across multiple tools

• Improve customer engagement and satisfaction