Resources/ Freebies/Client Onboarding Template

Client Onboarding Template - ClickUp

Improve your Welcome Experience with Your New Clients using our ClickUp template for Customer Onboarding!
ClickUp Onboarding Template

Perfect for business owners who

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Are brand-new to ClickUp

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Are transitioning from another software to ClickUp

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Are solopreneurs or manage a team

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Need to improve their onboarding experience

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Want to kickstart their ClickUp setup

Save valuable time and energy

More than just a template

With this free ClickUp template, you’ll also get a full video tutorial that walks you through every detail, so you can learn how to:

  • Utilise this template
  • Create and manage task lists
  • Edit statuses to each task
  • Customize the template to your business needs
  • Set the Onboarding Form
  • Utilise the Gantt View for timelines
  • Edit the Due Dates to remap the whole onboarding 

By thoughtfully selecting and customizing your tools, we ensure they meet your specific business needs, supporting growth and innovation.

With IT Visionists, utilising the Efficiency Triangle—People Behaviour, Process Optimisation, and the Right Set of Tools—drives your success and underpins your scalable and efficient operations.

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