Client Onboarding Starter Kit

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https://drive.google.com/file/d/1Xds7dduc78kV0NFfFjS185BkPfA8Mf_d/view?usp=sharing
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Don't miss out on this amazing offer!

Special one-time offer, only £7!

Grab this upgraded template (versions provided in ClickUp, Google Doc and CSV upload) with an added client management database to keep your active client tasks and data organised.

Includes a system for managing client gifting, ClickUp native automations to integrate seamlessly with your onboarding template and a BONUS simple client metrics dashboard.

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You will not be charged for this purchase, but if you choose to make an optional purchase later, this card info will be used to complete that transaction!

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  • Total payment
  • 1xClient Onboarding Starter Kit£17
    -+

All prices in GBP

What's included:

A blueprint of all the tasks you need to complete for efficient, effective and high-quality client onboarding in 3 different versions: a ClickUp template, Google Sheets and a CSV upload template for other project management tools

Walkthrough videos for how to implement, customise and use your templates

A ready to use pretty dashboard (in ClickUp or Google Sheets) that gives you a birdseye view of every client’s status in their onboarding journey

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