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CLIENT ONBOARDING

Client onboarding checklists.
Start each relationship clearly.

Make the first steps easier to follow. Use a shared checklist to organize client onboarding and see what still needs doing.

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Included in Business Suite. 7 day trial. No card required.

Onboarding checklist

  • Customer information
  • Tasks to complete
  • Progress and next steps
What you can organize with Client Onboarding.

Screenshots of the actual Business Suite interface using fictional customers and demonstration records.

Sample workspace
Client Onboarding screen in Business Suite showing fictional sample records
Follow client checklists and see which steps are complete.Open full size ↗
See how to create a checklist
Client Onboarding workflow form in the actual app with demonstration details
Create a checklist for the first steps of a client relationship.Open full size ↗

A repeatable starting point

Build a checklist for the steps your business needs.

Progress you can see

Mark tasks complete and keep unfinished steps visible.

A clearer team handover

Keep customer information and onboarding work in the same workspace.

A clearer way to get started.

  1. Choose the customer and outline the first steps.

  2. Build the onboarding checklist.

  3. Track completion and follow up on outstanding tasks.

One tool. A more connected business.

Client Onboarding is included with all eight Business Suite tools in one subscription. Keep your customer work together as your needs grow.

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