FREE TOOL · A STRONG FIRST 90 DAYS
Free client onboarding plan generator
Generate a dated first-90-days onboarding plan for a new B2B client, with a kickoff agenda, feedback checkpoints and a welcome email.
Free. No sign-up. Runs in your browser: nothing you type is stored or sent.
First 90 days: Halden Logistics
Days 0-7: Kick off
- Kickoff call with Marcus Hale: confirm goals, success measures and how you will work together.Us and the client
- Send a recap with agreed goals (3), owners and the first three dates.Owner: us
- Share access, brand and data needed to start, and name a day-to-day contact.Owner: client
- Build a stakeholder map: 3 contact, who decides, who is affected.Owner: us
- Agree working rules: channel, reporting rhythm, approval path and escalation contact.Us and the client
Days 8-30: Set the foundations
- Share the account plan with a baseline for cut cost per qualified lead.Owner: us
- Weekly check-in becomes routine. Confirm what is on track and what is blocked.Us and the client
- Deliver first monthly report. Show what was done and what happens next.Owner: us
- 30-day feedback check: ask what is working, what is not and what to change.Us and the client
Days 31-60: Show early value
- Report progress against cut cost per qualified lead in plain language, with one decision for the client.Owner: us
- Meet the wider group (Ivy Chen, Dan Ortiz) so the relationship is not single-threaded.Us and the client
- 60-day feedback check: adjust scope, cadence or contacts based on what you heard.Us and the client
Days 61-90: Lock it in
- Prepare the first review: results, lessons, risks and options for the next 90 days.Owner: us
- Hold the 90-day review with the sponsor. Agree the next quarter’s goals and owners.Us and the client
- Move the account into the regular rhythm: plan, touchpoints, quarterly review.Owner: us
Kickoff agenda (45 min)
- Welcome and introductions, who does what
- What success looks like: Cut cost per qualified lead; Give the leadership team one clear monthly report; Build an in-house content process
- How we will work: channels, cadence, approvals, escalation
- What we need from you in the first two weeks
- Recap the next three dates and owners
Welcome email
Subject: Welcome to Brightline Partners: your first 90 days Hi Marcus, Thank you for choosing to work with us. Here is how the first 90 days will run. What we are aiming for: - Cut cost per qualified lead - Give the leadership team one clear monthly report - Build an in-house content process The first three dates: - November 2, 2026: kickoff call - November 9, 2026: working rules agreed - December 2, 2026: 30-day feedback check To get started we need access, the day-to-day contact and any existing reports from your side by Nov 5. I will be your main contact throughout. Kind regards, Anna Kowalska Brightline Partners
How to use the client onboarding plan generator
- 01
Describe the client
Client, sponsor, account owner, type of work, kickoff date, goals and key people. The example data is fictional.
- 02
Review the plan
Four phases from kickoff to the 90-day review, each task dated and marked as owned by you, the client or both.
- 03
Copy and send
Copy the plan, use the kickoff agenda and send the welcome email before the first call.
What is a client onboarding plan?
A client onboarding plan is a dated schedule for the first weeks of a new client relationship. It sets the kickoff, who owns each step, the working rules and the checkpoints where you ask for feedback, so the client sees early value and the account has a clear owner from day one.
What should the first 90 days of onboarding include?
Think in four phases. Week one is the kickoff and working rules. Days 8 to 30 set the foundations and deliver a first visible result. Days 31 to 60 show early value and widen the relationship beyond one contact. Days 61 to 90 review results and agree the next quarter.
Every phase ends with something the client can see or decide. If a phase has no visible output, shorten it.
- Kickoff call with the sponsor, then a written recap within a day.
- Agreed goals, success measures and owners.
- Access, data and a day-to-day contact from the client.
- 30, 60 and 90-day feedback checks.
How to run a client kickoff meeting
Keep it to 45 minutes. Spend the most time on what success looks like and how you will work together. Finish by reading back the next three dates and owners.
Invite the sponsor and the day-to-day contact. If only one of them can attend, hold a short second call so both hear the same goals.
Handing a new client from sales to account management
Many onboarding problems start at the handover. The client has told sales what they want, and the delivery team then asks again. Capture the goals, promises made and key contacts in one place before the kickoff, and have the seller introduce the account owner.
For key accounts, name an account owner at signature, not after the first problem.
Common onboarding mistakes
These are easy to avoid when they are written into the plan.
- Starting delivery before the goals are agreed.
- Relying on one contact at the client.
- Waiting 90 days to ask for feedback.
- No named owner on the client side.
- Going quiet after the kickoff.
Frequently asked questions
How long should client onboarding take?
It depends on the work. For services and software, many teams plan 30 to 90 days from kickoff to a first review. This generator uses 90 days with checkpoints at 30, 60 and 90.
What should be in a client onboarding checklist?
A kickoff meeting, agreed goals and success measures, access and data from the client, working rules, a stakeholder map and scheduled feedback checks.
Who should own client onboarding?
One account owner on your side, with a named day-to-day contact and a sponsor on the client side. Delivery leads contribute, but one person is accountable.
How do I make onboarding work for a retainer or a project?
Choose the type of work in the tool. It changes the first deliverable, for example a first monthly report for a retainer or a first milestone for a project.
Is the client onboarding plan generator free?
Yes. It is free, needs no account and runs in your browser. Nothing you type is stored or sent.