Client Onboarding Template

Use this template to set the tone for a long, profitable client-relationship. Adapted for businesses offering CRM implementation, web design, sales consulting, and digital marketing.

With this template you’ll be able to:

Align working priorities

Define responsibilities

Unlock client resources

Secure a quick win

And more!

Do you really need a formal process for onboarding a new client?

Yep, an onboarding process for new clients is a must. By having an early mutual understanding of priorities, responsibilities, and working dynamics, you’ll set the foundation for a long and profitable client relationship.

That’s why we tapped into the collective wisdom of HubSpot’s solutions partners to create this client onboarding template. Download it now and use it to delight your clients!

Frequently Asked Questions (FAQs)

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Client Onboarding Template

With this template you’ll be able to:

Do you really need a formal process for onboarding a new client?

Frequently Asked Questions (FAQs)

We will always keep your personal information safe.

Absolutely!

Get Your Client Onboarding Template

Client Onboarding Template

With this template you’ll be able to:

Do you really need a formal process for onboarding a new client?

Frequently Asked Questions (FAQs)

Why do I need to fill out the information requested?

Is this really free?

Get Your Client Onboarding Template