Client Onboarding Pro Notion Template

Efficiently optimize your client onboarding process with this comprehensive management hub.

Designed for freelancers, small businesses, and companies alike, this template streamlines your onboarding workflow process, seamlessly transitioning your leads, referrals, or early clients into recurring clients.

Guide the referrals through a step-by-step process to become clients, ensuring they meet the company's requirements.

Main Features

• Straightforward template, without unnecessary elements for optimal functionality.
• The Home Dashboard that gives you an overview of your template content — all automatically.
• Guidelines to use your template.
• Navigation Bar buttons for easy navigation between sections.
• Quick Links and Useful Links, integrated with database links, provide a seamless and intuitive planning experience.
• Side Notes providing concise information for each section.

What's Inside

• New Clients / Referrals: Discover all your new referrals, ready to start the onboarding process.
• Contacted Referrals: All clients who have been contacted and have had their necessary details added.
• Waitlist: Stay informed about client locations and scheduled appointments as they await service.
• Paperwork: Keep records of your clients’ important paperwork information directly in Notion.
• Approval: Set clients for approval and track the number awaiting confirmation.
• Meetings: Organize client meetings and gain overview efficiency.
• Active Clients: The conclusion of the onboarding process for clients who are now part of your company.

Who's It For

• Perfect for individuals using Notion to streamline onboarding, turning leads and referrals into recurring clients effortlessly.

FAQ's

How does it work?

• Purchase this template and download the attached PDF.
• Click the embedded button in the PDF file to be taken to the template.
• Create a FREE account on Notion or sign-in to Notion to start using and editing the template.
• Click 'Duplicate' in the top right corner to import the template into your Notion Workspace.
• Customize the template to your taste.

Does this work on the free version of Notion?

• Yes, once you've made your purchase, a link will be sent to you to duplicate it in your Notion workspace.

Any more questions?

• Contact us at contact.notiondesign@gmail.com