We use 17 Hats for Client Onboarding.
Have another favorite project management system? Absolutely! You also get a Google Doc that includes all steps and descriptions so you can use it in your favorite system (Asana, Dubsado, etc).
You also get a video walkthrough of the Onboarding Detailed Install & Implementation Video so you know exactly what to do
Rather have us set it up for you? We’ll install it in your 17 Hats for a small fee, click here or choose to add it at checkout.
- Your time back. An extra 4 hours for each new client!
- Lower admin costs since you can reduce hours
- Email “swipe” files of ALL the emails you need for the workflow. Easily customizable to your specific business (over 10 pre-written emails!)
- Email “swipe” files which include every email you’d need to send to your clients – including information about sales taxes, logins, authorizations, and more
- Emails you can send your clients which show exactly how to set up Xero and Hubdoc. Easily customizable to your favorite software
Get the Client Onboarding Template!