Client Onboarding Checklist

Never forget something when onboarding a new client!

7 followers

Never forget something when onboarding a new client!

7 followers

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A free tool to help agencies onboard new client without forgetting anything!

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Free

Launch tags:Productivity•Freelance

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Hey! I'm Clément, the maker of this tool! It's a simple onboarding checklist. Basically, if you're a freelancer or run an agency, you know that when you get a new client, you need to collect info about them, set up their accounts, create a directory for them in your drive, set their profile in your CRM, whatever. In the rush, it's quite easy to forget something. You'll get frictions, lose time and look less professional. The checklist is customisable so you can make it fit your workflow and preferences. It's an entirely free tool with no account creation required. All of the data is stored on your computer, so no privacy concern! My tool is tailored to my needs but I hope it helps some fellow freelancers out here! Cheers!

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1yr ago