Onboarding Checklist Template for Google Sheets

This Google Sheets client onboarding template will help you to keep track of all essential client information and their onboarding progress! Modify the spreadsheet to fit your needs, check off boxes as steps are complete, watch automations and progress bars automatically update, and sort and filter as needed! If you need to track onboarding for client management or business management, this spreadsheet may be great for you! WHAT YOU CAN DO + Easily track client onboarding and progress in one, organized spreadsheet! Check off boxes as they are completed and the percents will update! + Track important client information such as contracts and payment methods! + Modify to fit your needs! You can add as many or as few onboarding columns as you need, and the automations will adjust to fit it! + Equipped with fully automated progress bars for each client + Access the spreadsheet anywhere via Google Drive / Google Sheets. Spreadsheet is for Google Sheets ONLY. This is a digital product. No physical item will be shipped. You will receive access to the product immediately after purchase.