Client Onboarding Automation
About this template
This template is designed to be highly customizable while maintaining a structured approach to client onboarding. Some key benefits:
- Reduces manual work by automating repetitive tasks using Notion Forms and Buttons
- Ensures consistency across all client onboarding processes
- Provides clear visibility into progress and bottlenecks via customizable and pre-made dashboards
- Helps maintain professional communication standards
- Creates a reusable knowledge base for team training
