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New Client Onboarding Checklist
TemplatessharedOneteam HQv1.3
OwnerCOE Team
Last updated2026-04-20
Source systemMicrosoft SharePoint
Tagsonboarding, template, clients
Preview
Standard checklist for onboarding new B2B clients: contracts, credit checks, kickoff and 90-day success plan.
This is a simulated preview. In production, the COE renders a live preview of the document directly from SharePoint without duplicating the file, and enforces Entra ID permissions at retrieval time.