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Learn how to set up a custom Clickup Client Onboarding Template! Nothing can put a damper on the excitement of signing a new client faster than realizing that half of your day is now going to be swallowed up, as you muddle through your clunky and manual client onboarding process. As a big-hearted coach or […]

How to create a Client Onboarding Template in Clickup

In order to ensure that each new client gets the same smooth, high-touch experience your clients crave, it’s imperative to have a documented Client Onboarding process in place. Read on to find out the five steps to onboard new clients like a pro!

5 Steps to Onboard New Clients Like a Pro