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Client Onboarding Business Plan

Client Onboarding gives your team a structured, repeatable way to welcome new clients — using reusable templates with phased steps, per-step assignments, completion tracking, and team comments in one shared view.

What's Included​

  • Templates — reusable onboarding blueprints with a name, description, and an ordered set of steps; one template can be marked as the default
  • Template steps — each step has a title, phase label, type (manual, automated, conditional, or approval), required flag, and a relative due-days offset
  • Step reordering — drag steps into any order within a template; the sort order updates instantly
  • Onboardings — individual onboarding records created from a template, linked to a contact and an assignee, with their own start and due dates
  • Step statuses — each live step progresses through pending, in_progress, done, skipped, or blocked; bulk-update multiple steps at once
  • Assignments — each step can be assigned to a specific user; an assignment notification fires automatically
  • Comments — team members add comments at the onboarding level or tied to a specific step
  • Completion notifications — when all required steps are done, the onboarding auto-closes and sends a completion notification
  • Dashboard — real-time counts of active, overdue, and completed-this-month onboardings, plus average progress across active records
  • Settings — configure a default template, default assignee, due-day defaults, completion mode (all steps vs required steps only), welcome message, and notification preferences

Getting Started​

  1. Creating Templates — build your first onboarding template and define its steps
  2. Checklists & Tasks — manage live onboarding steps and team comments
  3. Tracking Progress — use the dashboard and settings to keep onboardings on schedule