Business Kit · Operations
Client Onboarding
Turn a new client into an organized project with connected records, documents, and tasks.
Small service businesses that need to move a new client from intake through kickoff with less scattered work.
Sign in to review the Kit in the authenticated Business Kits area before installing it.
Structured preview
Client Onboarding at a glance
- 1Client recordstarting surface
- 2Welcome Guideincluded resource
- 3Scope of Workincluded resource
- 4Project Planincluded resource
- 5Kickoff Agendaincluded resource
- 6Onboarding tasksincluded resource
What's included
- Client record
- Welcome Guide
- Scope of Work
- Project Plan
- Kickoff Agenda
- Onboarding tasks
How to use it
- 1Review the included surfaces and setup fields before installing.
- 2Install the Kit in your workspace and provide the small amount of context it needs.
- 3Use the connected resources together; Business Kits stay distinct from Starter Templates and individual templates.
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