Sales template

Free

Client onboarding template

A free client onboarding board that turns a signed deal into a happy, active client. Every new client gets a card with a checklist for the welcome call, account setup, training and first check-in, so nothing depends on memory. The columns show where each client is, and the team can see who needs attention this week.

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Who it's for

Agencies, consultancies, software companies and service businesses taking on new clients regularly.

What's on the board

Columns

  1. Signed
  2. Kick-off
  3. Setup · limit 6
  4. Training
  5. Live

Labels

  • priority
  • waiting-on-client
  • enterprise
  • small-team

6 example cards included. Rename, reorder and add columns any time.

Preview

The board you get, with its example cards. Remove them or keep them as a guide.

Use this template

  1. Signed

    1
      • small-team

      Bakery group

      • Send the welcome email
      • Book the kick-off call
      • Share the onboarding guide

  2. Kick-off

    1
      • enterprise
      • priority

      Property management firm

      • Agree goals for the first 30 days
      • Name a contact on each side
      • Confirm the go-live date

  3. Setup

    2 / 6 (limit 6)
      • waiting-on-client

      Fitness studio

      Waiting for their logo and staff list.

      • small-team

      Accounting practice

      • Create accounts
      • Import existing data
      • Set up permissions

  4. Training

    1

    • Travel agency

      • Admin training session
      • Team training session
      • Send recordings

  5. Live

    1

    • Print shop

      First check-in call in two weeks.

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