Client Onboarding Starter Kit

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Special one-time offer, only £7!

Replicate ALL the streamlined efficiency you're about to implement for your client onboarding across your client management processes with our Client Management Starter Kit!

This additional template, dashboard plus ClickUp automations will save you hours of precious time on your day-to-day client management tasks, organise all of your client data to make it SUPER easy to delegate AND elevate your client experience with additional, personal touch points.

Template and dashboard available in ClickUp, Google Doc & CSV formats with a step-by-step walkthrough video designed to work in harmony with your free Client Onboarding Starter Kit.

GET INSTANT ACCESS TODAY FOR JUST £7!

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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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  • 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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