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This Google Sheets client onboarding template will help you to keep track of all essential client information and their onboarding progress! Modify the spreadsheet to fit your needs, check off boxes as steps are complete, watch automations ...
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fantastic organization tool!
I got this to help out with my admin/onboarding work at a dog kennel. This has been instrumental in maintaining accurate records + making sure that all necessary vet work, deposits + reservations are done before client arrives for their appointment.
Love the ease of customization, the aesthetic, and the functionality!
Amazing price point! Thank you :)