Onboarding for client success

Guide new clients through their initial setup to accelerate their time-to-value and ensure they stay clients well into the long-term.

Checklists for client success

Turn signed deals into happy clients

Client Success

Property manager onboarding

Property management businesses can use this customizable template to smoothly onboard new listings. It covers everything from initial contracts through to gathering marketing collateral. There's also tasks that cover legal and compliance.

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Client Success

SEO client onboarding

This checklist will guide your SEO agency clients through the onboarding process, helping you to gather the necessary access and information. Makes the onboarding process easy for clients, and automated for you.

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Client Success

B2B client onboarding

B2B onboarding can be complex. Use this Onthen checklist to manage any B2B onboarding process easily. Save time, improve consistency, and stay compliant.

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Client Success

MSP customer onboarding

Use this template to onboard customers / clients into an IT managed service provider business. It will standardize the client onboarding process, efficiently set up the tooling, and make it easy to balance all the human and technical aspects of bringing on a new MSP customer.

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Client Success

Virtual assistant (VA) onboarding

Here's the perfect shareable checklist to onboard clients into your virtual assistant (VA) service. It will help you cover the legal admin, set up the comms and tools, and ensure a strong kickoff to get things off to a great start.
Client Success

Website design client onboarding

If you run a website design business, it can be time consuming and chaotic collecting in the info and documents you need to get started for a new client. Use this checklist to manage signing the contract, collecting a deposit, gathering requirements, documents, and more.

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Create a client success onboarding

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What task actions are used in client success?

For onboarding checklists in the client success category, there are some task actions that are often found in the onboarding templates we offer.

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Client success onboarding that works

Our one-page onboarding plans put your client onboarding on autopilot

Your branding

Simply upload a logo and choose a primary color, and we'll do the rest. Even the emails we send for you are branded.

Make your client success onboarding seamless with the rest of your brand.

Syncs with HubSpot

We bridge the gap by syncing every client success onboarding action back to your CRM timeline and custom fields. Works with contacts, deals, and tickets.

  • Manage onboarding with the App Card
  • Adds events to your timeline
  • Syncs uploaded files and photos

Chases up for you

We'll send automatic nudges for overdue tasks and a helpful weekly summary to keep everyone focused on what's left to do.

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From signed to started in minutes

The second a contract is signed, automatically launch a beautiful, branded workspace that guides your client through their onboarding.

Flawless execution, every time

Ensures every task gets done right, right on schedule.

Own the experience

We put your brand front and center of your onboarding page, emails, and everything else!

Create your onboarding now

We'll do the hard work for you • Takes less than a minute