What is Client Onboarding Kit for Notion?
A comprehensive onboarding kit designed for small agencies and freelancers to streamline client management. The kit provides a suite of practical tools and templates to enhance documentation, security, and workflow processes when working with high-profile clients. At the core of the offering is a customizable Client Dashboard that serves as a centralized hub for client information, project details, and communication history. The kit also includes a Document Generator to quickly create professional proposals, contracts, and reports, as well as a Project Board and Timeline feature to visually map out project milestones and deadlines. With this all-in-one solution, small teams can efficiently onboard new clients, maintain better organization, and deliver a more polished, secure service experience
Highlights
- Client Dashboard Template
- Document Generator
- Project Board & Timeline
- Centralized client information and communication history
- Streamlined workflows for proposals, contracts, and reporting
- Visual project management tools
Platforms
- Web