Client Onboarding

Use our Client Onboarding template to keep track of client information, strategy, and documentation, and prepare everything for the kick-off stage.
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With Infinity's Client Onboarding template, you'll have each step of your client onboarding process defined by phases and steps necessary to jumpstart your relationship with the client.

Store client information, upload important documents, create a powerful strategy, define account management, establish the communication flow, and improve the quality of service you're providing.

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