Client Onboarding System App Template
6 ClonesBy Toki Platform
Every agency has the same problem: onboarding new clients is chaotic. Emails get missed, tasks fall through the cracks, and there's no single place to see who's stuck and what needs to happen next.
Client Onboarding System fixes that. It's a complete operational workspace built for agencies, consultants, and freelancers who manage multiple client relationships and need a repeatable process from day one.
What's included:
- 7-stage Kanban pipeline — New Lead → Contract Sent → Contract Signed → Onboarding → Active → Paused → Completed
- Auto-generated task checklists — every new client gets a full checklist automatically populated from your master template
- 12 pre-built checklist items across Admin, Discovery, Setup, Communication, and Delivery categories
- Welcome sequence templates — 4 pre-built email templates triggered by onboarding stage (Contract Signed, Day 2, Day 7, Milestone Delivered)
- Stuck-client alerts — automatic flags when a client has been in the same stage for 7+ days
- Pipeline value dashboard — total contract value, active onboardings, and clients needing attention at a glance
- Demo data included so you see it working on first install
Everything is editable. Rename stages, add checklist items, customize welcome messages — the system adapts to your agency's workflow, not the other way around.
Perfect for: freelancers, boutique agencies, and consultants managing 2–20 active client relationships who need a professional onboarding process without building one from scratch.
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