Spreadsheet Templates
Client Onboarding Tracker (Google Sheets)
Streamline your client onboarding process with a structured tracker that manages steps, deadlines, document collection, and client communication — ensuring nothing falls through the cracks.
Price: $24
Duration: Days
Key Features
- Client profile sheet
- Onboarding checklist
- Status tracking
- Document tracker
- Timeline view
- Automated progress indicators
Tech Stack
- Google Sheets
- Google Apps Script
Included Add-ons
- Onboarding checklist template
- Setup video
Optional Add-ons
- Email automation add-on
- Custom branding
Ready to Get Started?
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Upfront Payment: $4.8
The remaining 80% ($19.2) will be due upon project completion.