Client Onboarding

Introducing the Notion Client Onboarding Template, a complete solution designed to streamline your client onboarding process with ease and efficiency. Whether you’re managing a team or handling clients solo, this template ensures you never miss a step.

- Key Features -

1. Client Onboarding Database: Effortlessly onboard new clients by generating a ticket for each client, which outlines the step-by-step process to complete. Customize each ticket by assigning responsible team members and adding specific tasks.

2. Document Integration: Every ticket includes direct links to essential document templates, such as codes of conduct, agreements, and other key resources to ensure you have everything you need for a smooth onboarding experience.

3. Tally Form Integration: Easily collect vital information from clients using a linked Tally form. Send the form to your clients and gather all necessary data directly within the Notion template.

Once a client onboarding ticket is marked as "Done," it’s automatically moved into the archive, helping you stay organized and track completed projects.

Get the Notion Client Onboarding Template today and simplify your client onboarding process with just a few clicks!