Client Onboarding Template
Start a project off right with this onboarding and kickoff template using Google Docs or Microsoft Word.
Matthew MottolaGet this in your inbox every week. Join 26,000+ subscribers.
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Go beyond reactively serving clients so you can scale to 5 clients at a time with this onboarding doc.
STEP 1: DOWNLOAD THE TEMPLATE
STEP 2: FILE > MAKE A COPY
STEP 3: CUSTOMIZE IT FOR YOUR UNIQUE REQUIREMENTS
STEP 4: WHEN YOU HAVE A CLIENT, CREATE A UNIQUE CLIENT FOLDER, THEN UPLOAD IT THERE
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