The 6-step client onboarding checklist (with template)

1 · Zapier · Jan. 18, 2022, 5 a.m.
.css-13r0zz9-Outer{overflow:auto;}.css-13r0zz9-Outer > *{margin-bottom:20px;margin-top:20px;}.css-13r0zz9-Outer > H2{margin-top:60px;}.css-13r0zz9-Outer > H3{margin-top:40px;}.css-k0uf95-P{font-weight:normal;font-size:16px;line-height:175%;color:#424242;}@media (min-width:660px){.css-k0uf95-P{font-size:19px;}}In the excitement of a new project, it's easy to forget all of the little details to get a client set up. Having a documented onboarding process makes your life much easier. You get clients...