A blueprint of all the tasks you need to manage, track and deliver a seamless client onboarding process. Manage with ease your client onboarding workflow with a bird's eye view of key information and metrics in your client onboarding dashboard.


What's included in the Client Onboarding Task List Template:
Client Onboarding Task List Template
Client Onboarding Overview Dashboard
Templated process in task description
Task management native automations
Walkthrough videos showing you how to customise and utilise the templates for your business