Resources/ Client Onboarding Template​

Client Onboarding Template - ClickUp

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

Perfect for business owners who

Are brand-new to ClickUp

Are transitioning from another software to ClickUp

Are solopreneurs or manage a team

Need to improve their onboarding experience

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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