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New client, new chaos? Not anymore. This bundle gives you both pieces of a real onboarding system: a detailed checklist for tracking every task with one client, and a master dashboard for seeing all your clients' onboarding status at a glance.
Use the checklist to walk through six onboarding stages — from initial intake through active handoff — assigning tasks, due dates, and notes so nothing slips. Then log each client into the dashboard, where dropdown status fields (Not Started / In Progress / Complete) let you see exactly where every relationship stands without opening a single folder.
What's included:
Client Onboarding Checklist (Word doc) — general client info section plus 6 detailed onboarding stages: Initial Intake, Contract & Setup, Kickoff, Intake/Working Documents, Systems & Access, and Active/Handoff. Each task includes fields for owner, due date, completion, and notes.
Client Onboarding Dashboard (Excel) — master tracker with one row per client, dropdown status across all 6 stages, folder location field, and notes column.
Best for: consultants, agencies, and small teams onboarding more than one client at a time who need both the day-to-day detail and the bird's-eye view.
Instant download after purchase. Delivered as a zip file containing both documents.
New client, new chaos? Not anymore. This bundle gives you both pieces of a real onboarding system: a detailed checklist for tracking every task with one client, and a master dashboard for seeing all your clients' onboarding status at a glance.
Use the checklist to walk through six onboarding stages — from initial intake through active handoff — assigning tasks, due dates, and notes so nothing slips. Then log each client into the dashboard, where dropdown status fields (Not Started / In Progress / Complete) let you see exactly where every relationship stands without opening a single folder.
What's included:
Client Onboarding Checklist (Word doc) — general client info section plus 6 detailed onboarding stages: Initial Intake, Contract & Setup, Kickoff, Intake/Working Documents, Systems & Access, and Active/Handoff. Each task includes fields for owner, due date, completion, and notes.
Client Onboarding Dashboard (Excel) — master tracker with one row per client, dropdown status across all 6 stages, folder location field, and notes column.
Best for: consultants, agencies, and small teams onboarding more than one client at a time who need both the day-to-day detail and the bird's-eye view.
Instant download after purchase. Delivered as a zip file containing both documents.