Client Onboarding System
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Ready to transform how you welcome new clients? This Notion-based Client Onboarding System makes the entire onboarding process effortless, consistent, and delightful—for both you and your customers.
What You’ll Get
•Phases & Progress Bars
Clearly see where each client is in the onboarding journey. No more guesswork—just a quick glance at your progress bars to know exactly who needs attention.
•Pre-Built Task Checklists
All essential onboarding steps are laid out for you. From the initial contact to project completion, every milestone is ready to go. No step slips through the cracks.
•One-Click Template Duplication
Add a new client and instantly generate a full onboarding plan with a single button. It’s a huge time-saver and ensures consistency across every project.
•Visual Board & Calendar Views
Quickly switch between a Kanban board for a high-level overview or a calendar to track due dates. Stay organized and spot bottlenecks before they happen.
•Easy Collaboration & Customization
Work together with your team in real time. Tweak any detail—phases, tasks, or timelines—to fit your unique process
