Client Onboarding - Trello Template

 ✨ Smooth, Stress-Free Client Onboarding ✨

Make onboarding effortless with this organized and easy-to-use template! Track tasks, store important client details and files, and keep everything in one place—so nothing falls through the cracks.

🔥 What’s Inside:

• A step-by-step client onboarding checklist
• Space to store key client details & files
• Task tracking for a seamless workflow
• A shareable board for collaboration

✅ Perfect for:

• Coaches & consultants
• Virtual assistants & OBMs
• Designers & creatives
• Social media managers
• Freelancers & service-based businesses

Use this template to stay on top of every detail and impress your clients with a smooth, professional onboarding process!

Product Details:

• This template is for Trello only.
• This is a digital product. Nothing physical will ship.
• You will receive a PDF with links and instructions.

This template is not connected to, sponsored by, or endorsed by Trello or any of its affiliates.