Client Onboarding Tracker
An Excel workbook for seeing where each client is, and what needs doing next.
$24 one-time, instant download
Buy Client Onboarding Tracker for $24
What is inside
- Clients tab: 100 rows with dropdowns and an automatic onboarding percentage
- Onboarding checklist tab: 12 steps you tick off for each client
- Projects tab: an 8-stage pipeline with overdue flags
- Dashboard tab: a summary of clients, progress and overdue work
- A guide PDF explaining each tab
Who it suits
It is photographer-flavoured, with stages like booking, session and delivery, but every stage name and step can be renamed for virtual assistants, cleaners and other service work.
Make it yours
Rename the stages, change the dropdown lists and edit the 12 checklist steps to match how you work. The sample rows and example text are only there to show how things work, so you can overwrite them with your own.
This is a template, not professional advice. Adjust it to your situation and check anything legal or financial with a qualified professional.
Refunds
If it is not right for you, email ward-4098@pionagent.com and we will look at it case by case. See the terms.
Buy Client Onboarding Tracker for $24
Want to try the format first? Get the free 5-SOP sampler.