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Client onboarding documents
Client onboarding documents
Updated over a week ago

Client onboarding is the process of welcoming new clients into your business. It’s your opportunity to begin building a strong relationship, get the client up to speed, address any queries they have, and outline the strategy going forward.

Did you know?

"80% of a company’s future revenue will come from 20% of its current customers” 

  • Client onboarding is critical to ensure that you deliver a great first impression in order to keep your clients.

  • Professional services companies, technology companies, and financial institutions incorporate compliance as well as client-facing views into client onboarding.

One of the most obvious benefits of a successful client onboarding process is continued service from your client. When you lose a client, it means that all the time spent on marketing, developing the relationship, drafting proposals, and investing your time to meet with them has all gone to waste.


  • Client PII if the client is an individual

  • Bank account details or credit card details

  • IDs and other PII of key stakeholders if your client is a company

  • Client terms/proposals

Sealit prevents the possibility of any document getting leaked. Our encryption relies on the Zero Trust security model to make sure your emails and files stay safe forever. Find out more about Sealit here:

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