Client Onboarding OS
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💡 Duplicate this page to start. The template includes sample data to demonstrate how the databases connect.
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How to use
- Open the 'Projects' database to define your service offerings and set standard rates.
- Go to the 'Onboarding Checklist' database to create a reusable list of tasks for new clients.
- Create a new entry in the 'Clients' database.
- Link the relevant Project and Onboarding Checklist to the new Client using the relation properties.
What's included
- Clients database: Stores contact info, company details, and current status.
- Projects database: Tracks project scope, budget, and deadlines linked to clients.
- Onboarding Checklist database: Manages specific steps required to activate a client account.
- Pre-built relations: Automatically connects tasks and projects to specific clients.
Projects
Onboarding Checklist
Clients
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🤝 ⭐ Why pay for this — Stop juggling static spreadsheets and disconnected task lists. This OS automates your workflow by linking clients, tasks, and budgets into one intelligent dashboard, offering real-time financial and deadline insights that free templates simply can't match.
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Operational review and maintenance
Use Client Onboarding OS as a maintained operating system, not a static example. Start with one complete sample in Projects, Onboarding Checklist, Clients, replace demonstration facts with current evidence, and keep related records consistent before relying on a dashboard or summary.
Setup checklist