Onboarding New Clients | Savvy Process Template | Onboarding

$75excl. GST


Do you want to streamline your onboarding workflow but not sure where to begin?

We are so excited to bring you our "Onboarding New Clients" Savvy Process Template. This template begins with the first step after a new client signs their Engagement Letter/Proposal. It is designed to be detailed enough that it should save you a LOT of time trying to think of all these steps yourself, while also being flexible enough to adapt to any bookkeeping business. We hope you enjoy implementing this process in your business!

A well thought-out onboarding process has huge benefits for your business:

  • Develop strong working relationships with clients from day 1
  • Make it really easy for you or any of your staff to bring new clients onboard smoothly
  • Reduce the need for lots of follow ups to chase missing information
What you get:
  • Access to the Airtable* Savvy Process Template
    • Tasks (including Parent- and Sub-Tasks)
    • Due date field
    • Assignee field
    • Done field
  • Instructions for implementing the template into your business in a way that suits you:
    • Use directly in Airtable, or
    • Import into your Project Management software
  • Links to additional resources to help streamline your processes


Not quite ready for the full process yet? Dip your toes into Systems and Processes with our Onboarding Workflow Infographic.

*This is an Airtable template. If you're not on Airtable yet, grab yourself a FREE account now!

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