Client Onboarding System

The Agency Who Lost 3 Clients in One Week (Because of This )

Turn Chaotic Client Starts Into Smooth, Professional Onboarding Every Time

New client signed? Great! Now what?

If you're scrambling to remember what to send, which forms they need, or what happens next — you're not alone. But while you're figuring it out, your new client is wondering if they made the right choice.

First impressions matter. Mess up onboarding, lose the client.

What You Get :

• Visual Progress Tracking – Instantly see where each client stands

• Complete Task Checklist – Every essential step, pre-built and ready

• One-Click Setup – Add a new client and auto-generate their full onboarding flow

• Team Collaboration – Everyone stays on the same page, nothing slips

Perfect If You Are :

• Losing clients because onboarding feels disorganized

• Forgetting steps and scrambling to recover

• Manually creating plans for each client from scratch

The Reality Check:

You only get one shot to make a strong first impression.

A delayed email, a missing form, or one vague instruction can cost you the entire relationship.

Here is What You Will Get :

✓ Notion Client Onboarding System

✓ Pre-built checklist for service businesses

✓ Full dashboard to track every client

✓ Quick setup guide

✓ Lifetime updates

✓ Email support

Stop losing clients to disorganized starts. Start delivering trust from day one.