Client Portal for Onboarding and Collaboration
About this template
What if you could kick off client projects or programs and collaborate seamlessly...without endless back-and-forth emails, scattered notes, or missed deadlines? The Client Kickoff and Collaboration Kit gives you everything you need to onboard clients and stay organized from day one:
CUSTOMIZE YOUR ONBOARDING CHECKLIST: Tailor the checklist to ensure every step of your onboarding process is clear and complete for you and your client.
ORGANIZE YOUR TASKS: Use the tasks page to assign and track both your own and your client's tasks—making sure nothing slips through the cracks.
KEEP YOUR COMMUNICATION IN ONE PLACE: Log important messages between you and your client in the messages page to easily reference conversations anytime.
TRACK YOUR CALLS AND SESSIONS: Schedule and record key details of your client meetings and calls, along with action items that arise, on the calls/sessions page.
STORE YOUR RESOURCES IN ONE HUB: Keep all vital resources in one easy-to-access spot, so both you and your clients have everything you need at your fingertips.
VIEW EVERYTHING IN ONE CALENDAR: The central calendar lets you track onboarding tasks, regular tasks, messages, calls, and more—all in one place, color-coded and organized by who’s responsible for what.
BRAND IT YOUR WAY: Follow the video instructions to customize the entire kit, making it look and feel exactly the way you want, aligned with your brand.
