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.

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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.

Get Free Ebook ->

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