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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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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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