ChecklistGuro Client Onboarding Checklist
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This Template was installed 3 times.
Initial Contact & Qualification
Activities to understand the client's needs and determine if a working relationship is suitable.
Client First Name
Client Last Name
Client Phone Number
Client Email Address
Estimated Budget (if Buyer)
Client Goals & Motivation (e.g., Relocation, Investment, First-Time Buyer)
Client Type
Date of First Contact
How did you hear about us?
Information Gathering & Disclosure
Collecting necessary client information and fulfilling legal disclosure requirements.
Client Contact Information (Name, Phone, Email, Address)
Estimated Budget (Purchase Price)
Client Type (Buyer, Seller, Investor, Other)
Desired Move-In/Sale Date
Proof of Funds (if applicable)
Client Acknowledgement of Agency Disclosure (Review and Sign)
Preferred Communication Method
Client Signature Acknowledging Disclosure Review
Agreement & Representation
Formalizing the working relationship with contracts and agreements.
Representation Type
Client Acknowledgement of Agency Relationship
Signed Agency Disclosure Form
Agreement Start Date
Commission Rate (if applicable)
Client Signature
Client Contact Information Verification
Client Understanding of Terms
Financial & Legal Considerations
Addressing financial pre-approvals, legal advice (if applicable), and relevant disclosures.
Pre-Approval Amount (if applicable)
Financing Type (Cash, Mortgage, Other)
Pre-Approval Expiration Date (if applicable)
Disclosure Documents Received & Acknowledged?
Notes on Legal/Financial Considerations
Pre-Approval Letter (if applicable)
Legal Consultation Recommended?
Property Search & Strategy (Buyer Clients)
For buyer clients, outlining the search strategy and setting up notifications.
Desired Location(s) & Neighborhood Preferences
Maximum Budget (Including Closing Costs)
Desired Property Types (e.g., Single Family, Condo, Townhouse)
Minimum Number of Bedrooms
Minimum Number of Bathrooms
Desired Lot Size (if applicable)
Desired Move-in Date
Important Amenities & Features (e.g., Pool, Garage, Updated Kitchen)
Listing & Marketing (Seller Clients)
For seller clients, discussing the listing strategy, marketing plan, and pricing.
Discuss Listing Strategy & Goals
Initial Pricing Opinion (based on CMA)
Preferred Marketing Channels (e.g., MLS, Social Media, Website)
Property Photos - Initial Review
Staging Recommendations – Discussed & Agreed?
Discuss and agree on showing schedule and access details
Commission & Contract Review - Acknowledgement
Communication & Expectations
Setting clear communication channels, frequency, and establishing client expectations.
Preferred Contact Frequency (e.g., daily, weekly)
Preferred Communication Methods
Best Time to Reach You (General)
Emergency Contact Name
Emergency Contact Phone Number
Client Expectations - Please describe your overall expectations for our collaboration.
Schedule Regular Check-in Date/Time (Optional)
System Setup & Access
Providing client access to relevant portals, documents, and communication tools.
Preferred Communication Method
Portal Username (if applicable)
Briefly describe your preferred communication style.
Access Level to Client Portal
Proof of Funds (if buyer)
Date of Next Portal Check-in (Buyer)
Frequently Asked Questions
Can I customize this template after installing it?
Absolutely. Once installed, you can add, remove, or reorder tasks, add custom fields, and adjust deadlines to fit your specific workflow.
Can I add images or photos to these checklist items?
Yes. Our platform allows you to attach photos, signatures, and notes to any checklist item for better verification and proof of completion.
Can I create a custom checklist from scratch instead of using a template?
Yes. You can use our "Create your own checklist" feature to build a unique workflow tailored exactly to your operational requirements.
Can I add dependencies between tasks?
Yes, you can set up conditional logic and dependencies to ensure your team follows the correct sequence of operations.
Can I assign specific checklist items to different team members?
Yes. You can assign individual tasks to specific employees, ensuring clear accountability across your entire team.
Can I use these checklists on mobile devices in the field?
Yes. Our platform is fully responsive, allowing your team to complete, update, and upload photos to checklists directly from any smartphone or tablet.
How do I notify my manager when a checklist is completed?
You can set up automated notifications (via email, push notification, or in-app alerts) to trigger whenever a checklist is finished or if an item fails inspection.
Can multiple people work on the same checklist simultaneously?
Yes, the platform supports real-time updates, allowing multiple users to contribute to a single live checklist.
Where is the data from completed checklists stored?
All completed checklists are stored securely in your Work OS dashboard, creating a permanent, searchable audit trail of your operations.
Can I generate reports based on my checklist results?
Yes. You can track completion rates, identify recurring issues, and monitor team performance through our integrated reporting and analytics tools.
How can I use these checklists for compliance or auditing purposes?
Because our checklists capture timestamps, photos, and digital signatures, they serve as a robust digital paper trail for regulatory compliance and internal audits.
Can I export my completed checklist data for use in other tools?
Yes. You can export your data in various formats (CSV, Excel, etc.) to integrate your operational insights with your other business software.
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