Churn-tracking, renewal sequencing, and win-back outreach — so good clients stay longer.
$84$54
Details
Best seller
Client Onboarding System
Everything a service business needs to onboard a new client in five business days — without chaos.
$129$79
One-time payment · lifetime licence
Most service businesses lose the first week of every new engagement to setup drift. This system replaces the scramble with a single repeatable pipeline: kickoff call, scope, contract, deposit, handoff.
Built as a Notion workspace with matching Google Docs and Sheets, so it works whether your team lives in one tool or five.
What you get
- DOCX Client welcome packet 38 KB Preview
- DOCX Kickoff call agenda 38 KB Preview
- XLSX KPI dashboard 8 KB Preview
- MD Notion onboarding workspace 4 KB Preview
- XLSX Onboarding pipeline tracker 8 KB Preview
- DOCX Scope and deliverables agreement 39 KB Preview
How it works in practice
- Five-day target from kickoff to fully onboarded client.
- Blanks flagged automatically — the tracker turns red when a step stalls.
- Three role variants: agency, contractor, and subscription-coaching setups.
- Setup video notes in every section, so no guesswork on assembly.
Details
| Formats | Notion workspace (Markdown import), Google Docs, Excel / Google Sheets |
|---|---|
| Pages / sheets | 9 Notion sections, 4 documents, 2 workbooks |
| Assembly time | About 20 minutes |
| Skill level | No technical knowledge required |
| Updates | Included for 12 months |
Questions about this product
Do I need a paid Notion account?
No. The workspace imports into any free Notion account. Nothing in it requires a Plus or Business plan.
Can I rebrand it?
Yes — every file is unlocked and unbranded. Replace the logo, colours, and company name before sending anything to a client.
How do I get the Notion workspace from the Markdown file?
In Notion: New page → Import → Markdown & CSV, then select the included .md file. The full structure appears in under a minute.
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Check it is the right fit
Tell us how you work and we will confirm this solves your problem — or tell you honestly that it does not.
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