My Client Onboarding Process (Walkthrough + Templates)
In this video, I walkthrough my 3-step client onboarding process and the Notion templates I have built to reduce this down to 20-minutes. If you are just getting started or looking for ways to refine your own client onboarding process, I hope this will be a valuable resource for you. You'll find all the templates below. As always, if you have any questions or just want to chat, leave a comment. I love when you do :) ~ Chloë
FREE TEMPLATE ACCESS:
Client Portal Template:
https://www.notion.so/templates/clien...
Notion Invite and Client Portal Access Email:
https://chloeforbesk.notion.site/Clie...
#notion #onboarding #clientonboarding
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About Me
Hi, I’m Chloë. I'm a business process designer and certified Notion consultant. My work is dedicated to helping teams leverage business strategy and systems to generate more time, space and profit. I do it because I believe everyone has a right to the education they need and because no one can grow their business alone. Nor should they have to.
Learn more at chloeforbesk.com
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Disclaimers:
• I do not work for Notion. The term "Notion" is a trademark of Notion.
• I do not own the rights to any of the music in this video.
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Date: 1st March 2024
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