Free Onboarding Resource

Client Onboarding Workflow Template

Complete 30-Day Onboarding Playbook

A step-by-step workflow template to onboard new clients smoothly, set expectations, and start projects on the right foot.

Reduce time-to-value for new clients
Set clear expectations from day one
Create consistent onboarding experiences
Minimize early-stage client churn
Pre-kickoff preparation tasks
Day 1 welcome sequence
Week 1 milestones
First 30 days roadmap

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What's Inside?

A sneak peek at what you'll get access to

1

Pre-Kickoff (Days -7 to 0)

5 actionable items

2

Day 1: Welcome & Orientation

5 actionable items

3

Week 1: Foundation

5 actionable items

4

Week 2-3: Momentum Building

5 actionable items

5

Day 30: Relationship Check

5 actionable items