Client Onboarding Notion Template
Whether you're a startup business or a budding freelancer, you need a place to manage all of your client's needs quickly and efficiently. We made use of some of Notion's newest features like forms and automation buttons to build a neat and powerful template for managing all of your work for clients in one place.
Neat Hub Page
Track important stuff at the home page and address anything which needs done immediately
Separate Dashboards
Capture information quickly using dashboards created for each level of the client work: Clients, Projects and Tasks, as well as built in navigation between all of the pages.
This template is designed to be highly customizable while maintaining a structured approach to client onboarding. Some key benefits:
- Reduces manual work by automating repetitive tasks
- Ensures consistency across all client onboarding processes
- Provides clear visibility into progress and bottlenecks
- Helps maintain professional communication standards
- Creates a reusable knowledge base for team training
A Notion template which helps capture new clients and the work needed to complete their projects all in one place