Client onboarding friction worksheet
A working sheet for a short team conversation. Use one recurring job and record what actually happens.
Download your worksheet ↓Opens as a standalone web document. Type into the fields, then print or save as PDF to keep your completed copy.
Work through it with your team.
- Choose three recent onboardings. List each form, spreadsheet and system touched.
- For each handoff, record the information needed, its source, the owner and what caused delay.
- Circle fields entered twice. Choose one source of truth and check existing integrations.
- Define the minimum complete handover and a route for exceptions. Trial it with one new client.
Before you commission anything
Check forms, templates and integrations in your current practice software before commissioning a new portal.
Keep the review point
Keep identity checks, acceptance decisions and unusual cases with a named person.
Find your other priorities ↗Need a tailored recommendation?
Our £950 Practice Opportunity Review produces a ranked map and first-project recommendation across up to three agreed areas. There is no obligation to proceed with an implementation.
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