Client Onboarding System

The Client Onboarding System That Actually Runs Itself

I built this after losing two clients in one month I don’t want you to learn that lesson the hard way. This Notion system makes onboarding predictable: clients move through clear stages, you always know when to follow up, and every new client gets the same proven checklist.

What You get :

• Automated progress tracking — see exactly how many days a client has been in each stage without opening their page.
• Smart follow-up reminders — set your interval (7/14/21 days) and the system calculates the next touch automatically.
• Pre-built task templates — every new client gets the same onboarding steps, instantly.
• Clean dashboard — glanceable client cards, progress bars, and a quick-action panel to add clients, log calls, or create tasks.

Who this is for :

• Freelancers who want a professional, repeatable onboarding process
• Consultants & coaches onboarding clients over weeks/months
• Agencies managing multiple client setups
• Service providers who can’t afford to drop follow-ups
  

Why this is different:

Most are just to-do lists. This one actually saves you work: it calculates dates, flags clients who are stuck, and enforces a consistent process so nothing slips through.

Risk-free

7-day refund if it doesn’t fit your workflow. Lifetime updates included.

Ready to stop losing clients?Get Client Onboarding system Today .