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Want the complete Client Onboarding Template while you are here?
The lite copy gives you the structure. The complete version gives you the automations that keep it accurate without you touching it : $16.00, delivered instantly.
Free lite version
Already yours
- Core Client Onboarding Checklist structure you can start using today
- Works on the free Notion plan
- Manual entry : you keep the numbers up to date yourself
Complete version
Recommended
- Customizable template for your business needs
- Prioritized tasks for a logical onboarding flow
- Automated reminders for team members and clients
- Track progress and adjust the process as needed
- Integrate with existing Notion databases and templates
Everything above, plus the automated roll-ups and views that turn the tracker into a decision tool rather than a spreadsheet.
The complete version is not on sale yet
We are finishing the packaging for this template. Keep the free copy you already requested : we will let you know as soon as the complete version is available.
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Template Foundry : Streamline your first week with a proven onboarding process for Notion