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Client On Boarding Template

Client On Boarding Template

Simple setup

We use 17 Hats for Client On boarding.  

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 On boarding 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.

You get...

  • 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!


1 Modules

Client Onboarding Template

If you are using 17 Hats and have not yet signed up, follow this link to do so and get a free trial and discount 17 Hats Free Trial & Discount.

BONUS!! We’ll install all the workflows, emails, contracts, etc. installed into your system so you can move forwards right now!  No more waiting, missing deadlines, and losing sleep and money.

Sit back, relax at the beach (or just do your regular work), and we’ll have this up and running for you in 3-5 business days.

Modules for this product 1
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 $397.00 CAD

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