Client Onboarding System
A client onboarding system in Excel and Google Sheets with a seven-step tracker, scope, milestones, an access list, offboarding, email templates and fillable forms.
$19, one-time payment · Excel workbook, 9 tabs, a 7-page fillable forms PDF and a setup guide
Specifications
| Brand | Stelaah |
|---|---|
| Category | Spreadsheets and tools |
| Format | Excel workbook, 9 tabs, a 7-page fillable forms PDF and a setup guide |
| Fillable | Yes, type into the fields on a computer or tablet |
| Price | $19, one-time payment, no subscription |
| Free version | The free Client Onboarding Checklist has the seven-step tracker with progress and next steps. |
| Files | Stelaah Client Onboarding System.zip (108 KB) |
| Works with | Open the .xlsx in Excel 365, or upload it to Google Drive and open it with Google Sheets. The setup guide is a PDF. |
| Licence | Use it yourself and in your own business, including work for your clients. Please do not share or resell the files. |
| Language | English |
| Includes | 9 tabs, 7 fillable form pages |
Take every new client from yes to started the same way. A seven-step onboarding tracker with progress, next step and a Stuck flag, scope with what is and is not included, milestones, an access list that reminds you what to remove at the end, offboarding, six email templates and a dashboard. Includes fillable PDF forms: client intake, project brief, scope agreement, access list, kickoff agenda and offboarding checklist.
See inside
What's inside
Excel 365 and Google Sheets, a fillable forms PDF and a 3-page setup guide.
| Section | Pages or size |
|---|---|
| Start Here | 1 tab |
| Dashboard | 1 tab |
| Onboarding tracker | 100 clients |
| Seven-step checklist | 1 tab |
| Scope | 300 rows |
| Milestones | 300 rows |
| Access and accounts | 200 rows |
| Offboarding | 100 rows |
| Email templates | 6 |
| Fillable forms PDF | 7 pages |
| Setup guide | 3 pages |
Who it's for
- Freelancers
- Agencies
- Consultants and coaches
You may be looking for
- client onboarding system
- client onboarding template
- client intake form
- scope of work template
- offboarding checklist
Guides
Works with
Open the .xlsx in Excel 365, or upload it to Google Drive and open it with Google Sheets. The setup guide is a PDF.
Questions
- Which apps does it work with?
- Open the .xlsx in Excel 365, or upload it to Google Drive and open it with Google Sheets. The setup guide is a PDF.
- How much does it cost?
- $19, a one-time payment. There is no subscription.
- What do I download?
- Stelaah Client Onboarding Checklist - Free.xlsx (123 KB).
- Can I share or resell it?
- Use it yourself and in your own business, including work for your clients. Please do not share or resell the files.