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.
Get the 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.