Client Onboarding

Here are some examples of Client Onboarding workflows that you can import into your organization.

You can also search for more ready-made workflows in our premade workflow template library.

Client Onboarding for a Marketing Agency

Client Onboarding for Criminal Law Firms

Client Onboarding for Financial Planners

High Touch Client Onboarding for Saas Companies

Client Intake Session Workflow

• Learn the 5 stages of process building in our Getting started guide
• Watch helpful videos and webinars on our YouTube channel
• Learn about Process AI
• Collect info with Forms
• Organize data with Data Sets
• Document information and policies with Pages
• Get inspired by our Blog